AX AXOS FINANCIAL I

Ownership history in MARSHALL WACE, LLP  ·  11 quarters on record

This page tracks every 13F SEC filing in which MARSHALL WACE, LLP reported a position in AXOS FINANCIAL I (AX). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
0.01% (2020 Q2)
Avg. % of fund
0.0%
First filed
2018 Q4
Last filed
2025 Q3
Quarters held
11
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 ADDED 10,580 +5,214 +97.2% 0.00% $896K $84.65
2025 Q2 REDUCED 5,366 -2,500 -31.8% 0.00% $408K $76.04
2025 Q1 ADDED 7,866 +3,363 +74.7% 0.00% $508K $64.52
2024 Q3 ADDED 4,503 +3 +0.1% 0.00% $283K $62.88
2024 Q1 REDUCED 4,500 -66,695 -93.7% 0.00% $243K $54.04
2022 Q2 ADDED 71,195 +44,269 +164.4% 0.01% $2.6M $35.85
2022 Q1 ADDED 26,926 +19,061 +242.4% 0.00% $1.2M $46.39
2021 Q4 REDUCED 7,865 -50,045 -86.4% 0.00% $439K $55.91
2020 Q3 REDUCED 57,910 -31,611 -35.3% 0.01% $1.4M $23.31
2020 Q2 ADDED 89,521 +65,915 +279.2% 0.01% $2.0M $22.08
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% of Fund (quarterly)    AX price (monthly, adj. close)
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