Voloridge Investment Management’s Axos Financial AX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | – | Sell |
-63,455
| Closed | -$5.4M | – | 820 |
|
|
2026
Q1 | $5.4M | Sell |
63,455
-46,716
| -42% | -$4.26M | 0.02% | 654 |
|
|
2025
Q4 | $9.49M | Sell |
110,171
-7,623
| -6% | -$628K | 0.03% | 594 |
|
|
2025
Q3 | $9.97M | Sell |
117,794
-74,244
| -39% | -$6.47M | 0.03% | 540 |
|
|
2025
Q2 | $14.6M | Sell |
192,038
-79,515
| -29% | -$5.37M | 0.05% | 422 |
|
|
2025
Q1 | $17.5M | Sell |
271,553
-112,102
| -29% | -$7.6M | 0.06% | 400 |
|
|
2024
Q4 | $26.8M | Sell |
383,655
-85,816
| -18% | -$6.27M | 0.09% | 275 |
|
|
2024
Q3 | $29.5M | Buy |
469,471
+3,054
| +0.7% | +$201K | 0.11% | 284 |
|
|
2024
Q2 | $26.7M | Buy |
466,417
+24,639
| +6% | +$1.34M | 0.1% | 286 |
|
|
2024
Q1 | $23.9M | Buy |
441,778
+64,080
| +17% | +$3.37M | 0.09% | 287 |
|
|
2023
Q4 | $20.6M | Buy |
377,698
+292,126
| +341% | +$12.2M | 0.08% | 312 |
|
|
2023
Q3 | $3.24M | Buy |
+85,572
| New | +$3.62M | 0.02% | 787 |
|
|
2023
Q2 | – | Sell |
-24,121
| Closed | -$891K | – | 1355 |
|
|
2023
Q1 | $891K | Sell |
24,121
-72,827
| -75% | -$3.14M | ﹤0.01% | 1146 |
|
|
2022
Q4 | $3.71M | Buy |
96,948
+4,569
| +5% | +$174K | 0.02% | 761 |
|
|
2022
Q3 | $3.16M | Sell |
92,379
-80,422
| -47% | -$3.26M | 0.02% | 828 |
|
|
2022
Q2 | $6.2M | Buy |
172,801
+145,236
| +527% | +$5.58M | 0.03% | 597 |
|
|
2022
Q1 | $1.28M | Buy |
+27,565
| New | +$1.46M | 0.01% | 1070 |
|
|
2021
Q1 | – | Sell |
-50,631
| Closed | -$1.9M | – | 1387 |
|
|
2020
Q4 | $1.9M | Buy |
+50,631
| New | +$1.6M | 0.02% | 762 |
|
|
2020
Q3 | – | Sell |
-29,446
| Closed | -$650K | – | 1242 |
|
|
2020
Q2 | $650K | Buy |
+29,446
| New | +$599K | 0.01% | 970 |
|
|
2019
Q3 | – | Sell |
-16,435
| Closed | -$448K | – | 1048 |
|
|
2019
Q2 | $448K | Buy |
+16,435
| New | +$484K | 0.01% | 581 |
|
|
2018
Q3 | – | Sell |
-81,748
| Closed | -$3.34M | – | 293 |
|
|
2018
Q2 | $3.34M | Buy |
81,748
+38,334
| +88% | +$1.59M | 0.09% | 214 |
|
|
2018
Q1 | $1.76M | Buy |
+43,414
| New | +$1.58M | 0.04% | 292 |
|
|
2017
Q1 | – | Sell |
-85,751
| Closed | -$2.45M | – | 477 |
|
|
2016
Q4 | $2.45M | Buy |
+85,751
| New | +$2.04M | 0.05% | 371 |
|
|
2015
Q4 | – | Sell |
-42,472
| Closed | -$1.37M | – | 185 |
|
|
2015
Q3 | $1.37M | Buy |
+42,472
| New | +$1.27M | 0.06% | 200 |
|
Other funds holding AX
DAM
Voloridge Investment Management's AX Position: Q2 2026 in Review
Voloridge Investment Management sold out of Axos Financial (AX) in Q2 2026, closing a stake of 63,455 shares — an estimated $5.4M sold.
Voloridge Investment Management first reported a position in AX in Q3 2015 and held it in 23 quarters. The position peaked at $29.5M in Q3 2024. 385 funds tracked by Wall St. Rank hold AX as of Q2 2026.
- Voloridge Investment Management reported no remaining Axos Financial position as of Q2 2026 after selling out during the quarter.
- Voloridge Investment Management sold 63,455 Axos Financial shares in Q2 2026, an estimated $5.4M.
- Voloridge Investment Management first reported a position in Axos Financial in Q3 2015 and held it in 23 quarters.
- Voloridge Investment Management's Axos Financial position peaked at $29.5M in Q3 2024.
- 385 funds tracked by Wall St. Rank held Axos Financial as of Q2 2026.
Based on Voloridge Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.