Voloridge Investment Management
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Voloridge Investment Management’s Axos Financial AX Stock Holding History

Voloridge Investment Management’s Portfolio AX Stock Details AX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
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

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
DAM
Davis Asset Management Sausalito, California $3.46B AUM 9.77% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Voloridge Investment Management's AX Position: Q1 2026 in Review

Voloridge Investment Management reduced its Axos Financial (AX) stake by 42% in Q1 2026, selling an estimated $4.26M and leaving 63,455 shares worth $5.4M. The position accounts for 0.02% of the portfolio, ranked #654.

Voloridge Investment Management first reported a position in AX in Q3 2015 and has held it in 23 quarters since. The position peaked at $29.5M in Q3 2024. 384 funds tracked by Wall St. Rank hold AX as of Q1 2026.

  • Voloridge Investment Management held 63,455 shares of Axos Financial worth $5.4M as of Q1 2026.
  • Voloridge Investment Management sold 46,716 Axos Financial shares in Q1 2026, an estimated $4.26M.
  • Axos Financial made up 0.02% of Voloridge Investment Management's portfolio in Q1 2026, its #654 holding.
  • Voloridge Investment Management first reported a position in Axos Financial in Q3 2015 and has held it in 23 quarters since.
  • Voloridge Investment Management's Axos Financial position peaked at $29.5M in Q3 2024.
  • 384 funds tracked by Wall St. Rank held Axos Financial as of Q1 2026.

Based on Voloridge Investment Management's 13F filing for Q1 2026, filed 15 May 2026.