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

VOYA 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 		$796K Sell
9,349
-299
-3% -$27.2K ﹤0.01% 1536
2025
Q4 		$831K Hold
9,648
– – ﹤0.01% 1545
2025
Q3 		$817K Sell
9,648
-5,163
-35% -$450K ﹤0.01% 1557
2025
Q2 		$1.13M Buy
14,811
+144
+1% +$9.73K ﹤0.01% 1524
2025
Q1 		$946K Sell
14,667
-1,596
-10% -$108K ﹤0.01% 1594
2024
Q4 		$1.14M Sell
16,263
-1,452
-8% -$106K ﹤0.01% 1536
2024
Q3 		$1.11M Sell
17,715
-307
-2% -$20.2K ﹤0.01% 1581
2024
Q2 		$1.03M Buy
18,022
+71
+0.4% +$3.86K ﹤0.01% 1615
2024
Q1 		$970K Sell
17,951
-4,278
-19% -$225K ﹤0.01% 1648
2023
Q4 		$1.21M Sell
22,229
-602
-3% -$25.1K ﹤0.01% 1585
2023
Q3 		$864K Buy
22,831
+56
+0.2% +$2.37K ﹤0.01% 1712
2023
Q2 		$898K Buy
22,775
+462
+2% +$17.9K ﹤0.01% 1729
2023
Q1 		$824K Sell
22,313
-124
-0.6% -$5.35K ﹤0.01% 1772
2022
Q4 		$858K Hold
22,437
– – ﹤0.01% 1726
2022
Q3 		$768K Hold
22,437
– – ﹤0.01% 1773
2022
Q2 		$804K Sell
22,437
-440
-2% -$16.9K ﹤0.01% 1548
2022
Q1 		$1.06M Buy
22,877
+240
+1% +$12.7K ﹤0.01% 1439
2021
Q4 		$1.27M Sell
22,637
-472
-2% -$26.4K ﹤0.01% 1404
2021
Q3 		$1.19M Buy
23,109
+37
+0.2% +$1.76K ﹤0.01% 1454
2021
Q2 		$1.07M Sell
23,072
-1,943
-8% -$90.8K ﹤0.01% 1582
2021
Q1 		$1.18M Sell
25,015
-330
-1% -$14.9K ﹤0.01% 1484
2020
Q4 		$951K Sell
25,345
-12,669
-33% -$401K ﹤0.01% 1539
2020
Q3 		$886K Sell
38,014
-643
-2% -$14.7K ﹤0.01% 1351
2020
Q2 		$854K Sell
38,657
-8,441
-18% -$172K ﹤0.01% 1354
2020
Q1 		$854K Buy
47,098
+723
+2% +$18.2K ﹤0.01% 1304
2019
Q4 		$1.4M Buy
46,375
+3,766
+9% +$110K ﹤0.01% 1261
2019
Q3 		$1.18M Sell
42,609
-156
-0.4% -$4.2K ﹤0.01% 1257
2019
Q2 		$1.17M Sell
42,765
-56
-0.1% -$1.65K ﹤0.01% 1280
2019
Q1 		$1.24M Sell
42,821
-2,163
-5% -$64.8K ﹤0.01% 1256
2018
Q4 		$1.13M Sell
44,984
-4,279
-9% -$129K ﹤0.01% 1255
2018
Q3 		$1.69M Buy
49,263
+3,634
+8% +$140K ﹤0.01% 1147
2018
Q2 		$1.87M Sell
45,629
-1,923
-4% -$79.9K ﹤0.01% 1085
2018
Q1 		$1.93M Sell
47,552
-63,095
-57% -$2.3M ﹤0.01% 1062
2017
Q4 		$3.31M Sell
110,647
-834
-0.7% -$22.7K 0.01% 916
2017
Q3 		$3.17M Hold
111,481
– – 0.01% 907
2017
Q2 		$2.64M Buy
111,481
+47,620
+75% +$1.13M 0.01% 961
2017
Q1 		$1.67M Hold
63,861
– – ﹤0.01% 1098
2016
Q4 		$1.82M Sell
63,861
-995
-2% -$23.7K ﹤0.01% 1067
2016
Q3 		$1.45K Hold
64,856
– – ﹤0.01% 1145
2016
Q2 		$1.15M Hold
64,856
– – ﹤0.01% 1204
2016
Q1 		$1.38M Hold
64,856
– – ﹤0.01% 1130
2015
Q4 		$1.36M Hold
64,856
– – ﹤0.01% 1125
2015
Q3 		$2.09M Sell
64,856
-8,264
-11% -$247K 0.01% 1006
2015
Q2 		$1.93M Hold
73,120
– – ﹤0.01% 1079
2015
Q1 		$1.7M Hold
73,120
– – ﹤0.01% 1161
2014
Q4 		$1.42M Sell
73,120
-11,620
-14% -$218K ﹤0.01% 1231
2014
Q3 		$1.54M Buy
84,740
+43,432
+105% +$820K ﹤0.01% 1194
2014
Q2 		$759K Sell
41,308
-10,356
-20% -$204K ﹤0.01% 1685
2014
Q1 		$1.11M Hold
51,664
– – ﹤0.01% 1413
2013
Q4 		$1.01M Hold
51,664
– – ﹤0.01% 1453
2013
Q3 		$838K Hold
51,664
– – ﹤0.01% 1534
2013
Q2 		$592K Buy
+51,664
New +$537K ﹤0.01% 1706

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

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

VOYA Investment Management reduced its Axos Financial (AX) stake by 3.1% in Q1 2026, selling an estimated $27.2K and leaving 9,349 shares worth $796K. The position accounts for ﹤0.01% of the portfolio, ranked #1536.

VOYA Investment Management first reported a position in AX in Q2 2013 and has held it in 52 quarters since. The position peaked at $3.31M in Q4 2017. 384 funds tracked by Wall St. Rank hold AX as of Q1 2026.

  • VOYA Investment Management held 9,349 shares of Axos Financial worth $796K as of Q1 2026.
  • VOYA Investment Management sold 299 Axos Financial shares in Q1 2026, an estimated $27.2K.
  • Axos Financial made up ﹤0.01% of VOYA Investment Management's portfolio in Q1 2026, its #1536 holding.
  • VOYA Investment Management first reported a position in Axos Financial in Q2 2013 and has held it in 52 quarters since.
  • VOYA Investment Management's Axos Financial position peaked at $3.31M in Q4 2017.
  • 384 funds tracked by Wall St. Rank held Axos Financial as of Q1 2026.

Based on VOYA Investment Management's 13F filing for Q1 2026, filed 12 May 2026.