Vontobel Holding
AX icon

Vontobel Holding’s Axos Financial AX Stock Holding History

Vontobel Holding’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 		– Sell
-2,881
Closed -$248K – 1220
2025
Q4 		$248K Sell
2,881
-76
-3% -$6.26K ﹤0.01% 1236
2025
Q3 		$250K Sell
2,957
-718
-20% -$62.6K ﹤0.01% 1163
2025
Q2 		$279K Hold
3,675
– – ﹤0.01% 1072
2025
Q1 		$237K Buy
3,675
+117
+3% +$7.94K ﹤0.01% 962
2024
Q4 		$249K Sell
3,558
-2,866
-45% -$209K ﹤0.01% 952
2024
Q3 		$404K Sell
6,424
-441
-6% -$29K ﹤0.01% 845
2024
Q2 		$392K Sell
6,865
-2,339
-25% -$127K ﹤0.01% 840
2024
Q1 		$497K Buy
+9,204
New +$484K ﹤0.01% 776

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

Vontobel Holding's AX Position: Q1 2026 in Review

Vontobel Holding sold out of Axos Financial (AX) in Q1 2026, closing a stake of 2,881 shares — an estimated $248K sold.

Vontobel Holding first reported a position in AX in Q1 2024 and held it in 8 quarters. The position peaked at $497K in Q1 2024. 384 funds tracked by Wall St. Rank hold AX as of Q1 2026.

  • Vontobel Holding reported no remaining Axos Financial position as of Q1 2026 after selling out during the quarter.
  • Vontobel Holding sold 2,881 Axos Financial shares in Q1 2026, an estimated $248K.
  • Vontobel Holding first reported a position in Axos Financial in Q1 2024 and held it in 8 quarters.
  • Vontobel Holding's Axos Financial position peaked at $497K in Q1 2024.
  • 384 funds tracked by Wall St. Rank held Axos Financial as of Q1 2026.

Based on Vontobel Holding's 13F filing for Q1 2026, filed 8 May 2026.