Wellington Management Group’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
Q1 | $71.3M | Buy |
837,853
+309,553
| +59% | +$28.2M | 0.01% | 628 |
|
|
2025
Q4 | $45.5M | Buy |
528,300
+82,888
| +19% | +$6.83M | 0.01% | 760 |
|
|
2025
Q3 | $37.7M | Buy |
445,412
+68,346
| +18% | +$5.96M | 0.01% | 817 |
|
|
2025
Q2 | $28.7M | Sell |
377,066
-13
| -0% | -$879 | 0.01% | 848 |
|
|
2025
Q1 | $24.3M | Sell |
377,079
-264,172
| -41% | -$17.9M | ﹤0.01% | 898 |
|
|
2024
Q4 | $44.8M | Sell |
641,251
-164,557
| -20% | -$12M | 0.01% | 739 |
|
|
2024
Q3 | $50.7M | Buy |
805,808
+4
| +0% | +$263 | 0.01% | 694 |
|
|
2024
Q2 | $46.1M | Buy |
805,804
+83,158
| +12% | +$4.52M | 0.01% | 722 |
|
|
2024
Q1 | $39.1M | Buy |
722,646
+507,696
| +236% | +$26.7M | 0.01% | 777 |
|
|
2023
Q4 | $11.7M | Buy |
214,950
+133,113
| +163% | +$5.56M | ﹤0.01% | 1069 |
|
|
2023
Q3 | $3.1M | Hold |
81,837
| – | – | ﹤0.01% | 1392 |
|
|
2023
Q2 | $3.23M | Sell |
81,837
-39,138
| -32% | -$1.52M | ﹤0.01% | 1374 |
|
|
2023
Q1 | $4.47M | Sell |
120,975
-12,847
| -10% | -$554K | ﹤0.01% | 1311 |
|
|
2022
Q4 | $5.11M | Buy |
133,822
+9,893
| +8% | +$377K | ﹤0.01% | 1268 |
|
|
2022
Q3 | $4.24M | Sell |
123,929
-1,172
| -0.9% | -$47.4K | ﹤0.01% | 1325 |
|
|
2022
Q2 | $4.49M | Sell |
125,101
-2,070
| -2% | -$79.6K | ﹤0.01% | 1361 |
|
|
2022
Q1 | $5.9M | Sell |
127,171
-4,302
| -3% | -$227K | ﹤0.01% | 1352 |
|
|
2021
Q4 | $7.35M | Sell |
131,473
-84,313
| -39% | -$4.72M | ﹤0.01% | 1356 |
|
|
2021
Q3 | $11.1M | Sell |
215,786
-4,865
| -2% | -$231K | ﹤0.01% | 1246 |
|
|
2021
Q2 | $10.2M | Buy |
220,651
+43,975
| +25% | +$2.05M | ﹤0.01% | 1272 |
|
|
2021
Q1 | $8.31M | Sell |
176,676
-59,959
| -25% | -$2.7M | ﹤0.01% | 1291 |
|
|
2020
Q4 | $8.88M | Sell |
236,635
-110,567
| -32% | -$3.5M | ﹤0.01% | 1213 |
|
|
2020
Q3 | $8.09M | Buy |
347,202
+43,681
| +14% | +$998K | ﹤0.01% | 1158 |
|
|
2020
Q2 | $6.7M | Buy |
303,521
+37,664
| +14% | +$766K | ﹤0.01% | 1154 |
|
|
2020
Q1 | $4.82M | Sell |
265,857
-35,891
| -12% | -$902K | ﹤0.01% | 1199 |
|
|
2019
Q4 | $9.14M | Sell |
301,748
-69,136
| -19% | -$2.02M | ﹤0.01% | 1186 |
|
|
2019
Q3 | $10.3M | Buy |
370,884
+295,870
| +394% | +$7.96M | ﹤0.01% | 1159 |
|
|
2019
Q2 | $2.04M | Hold |
75,014
| – | – | ﹤0.01% | 1622 |
|
|
2019
Q1 | $2.17M | Sell |
75,014
-27,886
| -27% | -$836K | ﹤0.01% | 1600 |
|
|
2018
Q4 | $2.59M | Hold |
102,900
| – | – | ﹤0.01% | 1565 |
|
|
2018
Q3 | $3.54M | Buy |
+102,900
| New | +$3.95M | ﹤0.01% | 1561 |
|
|
2017
Q3 | – | Sell |
-45,552
| Closed | -$1.08M | – | 2203 |
|
|
2017
Q2 | $1.08M | Sell |
45,552
-6,361
| -12% | -$150K | ﹤0.01% | 1867 |
|
|
2017
Q1 | $1.36M | Buy |
+51,913
| New | +$1.5M | ﹤0.01% | 1842 |
|
|
2016
Q1 | – | Sell |
-212,042
| Closed | -$4.46M | – | 2112 |
|
|
2015
Q4 | $4.46M | Buy |
+212,042
| New | +$4.99M | ﹤0.01% | 1398 |
|
|
2014
Q4 | – | Sell |
-33,376
| Closed | -$606K | – | 2166 |
|
|
2014
Q3 | $606K | Sell |
33,376
-103,512
| -76% | -$1.95M | ﹤0.01% | 1942 |
|
|
2014
Q2 | $2.52M | Buy |
+136,888
| New | +$2.69M | ﹤0.01% | 1624 |
|
|
2013
Q4 | – | Sell |
-63,200
| Closed | -$1.02M | – | 2153 |
|
|
2013
Q3 | $1.02M | Buy |
+63,200
| New | +$941K | ﹤0.01% | 1792 |
|
Other funds holding AX
VPM
VCM
DAM
Wellington Management Group's AX Position: Q1 2026 in Review
Wellington Management Group increased its Axos Financial (AX) stake by 59% in Q1 2026, buying an estimated $28.2M and bringing the position to 837,853 shares worth $71.3M. The position accounts for 0.01% of the portfolio, ranked #628.
Wellington Management Group first reported a position in AX in Q3 2013 and has held it in 37 quarters since. 384 funds tracked by Wall St. Rank hold AX as of Q1 2026.
- Wellington Management Group held 837,853 shares of Axos Financial worth $71.3M as of Q1 2026.
- Wellington Management Group bought 309,553 Axos Financial shares in Q1 2026, an estimated $28.2M.
- Axos Financial made up 0.01% of Wellington Management Group's portfolio in Q1 2026, its #628 holding.
- Wellington Management Group first reported a position in Axos Financial in Q3 2013 and has held it in 37 quarters since.
- 384 funds tracked by Wall St. Rank held Axos Financial as of Q1 2026.
Based on Wellington Management Group's 13F filing for Q1 2026, filed 15 May 2026.