AX
Axos Financial, Inc. · Financial Services · Banks - Regional
Señales de momentum (gestores comparables): amplitud de titulares 0.0% · flujo de acciones +4.1% · nuevas posiciones netas 0.0% — fórmula
Todas las cifras de propiedad: únicamente gestores 13F seguidos, posiciones en acciones ordinarias, período de referencia Q3 2025
| Trimestre | Titulares | Δ | Acciones | Valor declarado | Nuevo | Cierres |
|---|---|---|---|---|---|---|
| Q2 2026 | 104 | -1 | 35.41M | $3.45B | +7 | −11 |
| Q1 2026 | 111 | -4 | 34.68M | $2.95B | +3 | −7 |
| Q4 2025 | 114 | -1 | 36.23M | $3.12B | — | −1 |
| Q3 2025 | 17 | 0 | 22.42M | $1.90B | — | — |
| Q2 2025 | 14 | +1 | 20.16M | $1.53B | +1 | — |
| Q1 2025 | 10 | -2 | 6.11M | $394.50M | +1 | −3 |
| Q4 2024 | 12 | 0 | 6.70M | $468.21M | +1 | −1 |
| Q3 2024 | 11 | 0 | 3.98M | $250.01M | +1 | −1 |
| Q2 2024 | 11 | — | 5.29M | $302.32M | — | — |
| # | Gestor | Acciones | Δ acciones | Valor | Su ponderación | Mantenida | ||
|---|---|---|---|---|---|---|---|---|
| 1 | BlackRock ✦ (pasivo) | 8.15M | +2.4% | $690.18M | 0.0% | ▲ Add | 2 | SEC ↗ ×15 |
| 2 | The Vanguard Group ✦ (pasivo) | 5.93M | -0.2% | $501.86M | 0.0% | ▼ Trim | 2 | SEC ↗ ×5 |
| 3 | State Street Global Advisors ✦ (pasivo) | 2.68M | +1.1% | $227.09M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 4 | Geode Capital Management ✦ (pasivo) | 1.71M | +12.6% | $146.52M | 0.0% | ▲ Add | 6 | SEC ↗ ×2 |
| 5 | Fidelity (FMR) ✦ | 1.39M | +653.7% | $117.80M | 0.0% | ▲ Add | 2 | SEC ↗ ×4 |
| 6 | JPMorgan Chase ✦ | 661.77K | — | $56.02M | 0.0% | n/c | 1 | SEC ↗ ×10 |
| 7 | Morgan Stanley ✦ | 474.77K | — | $40.19M | 0.0% | n/c | 1 | SEC ↗ ×9 |
| 8 | Wellington Management ✦ | 445.41K | +18.1% | $37.70M | 0.0% | ▲ Add | 6 | SEC ↗ |
| 9 | Goldman Sachs Group ✦ | 237.56K | — | $20.11M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 10 | AQR Capital Management ✦ | 225.30K | -4.4% | $19.07M | 0.0% | ▼ Trim | 6 | SEC ↗ ×5 |
| 11 | Two Sigma Investments ✦ | 179.66K | +12.1% | $15.21M | 0.0% | ▲ Add | 6 | SEC ↗ |
| 12 | Millennium Management ✦ | 154.95K | -60.9% | $13.12M | 0.0% | ▼ Trim | 6 | SEC ↗ |
| 13 | Arrowstreet Capital ✦ | 56.50K | -31.3% | $4.78M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 14 | T. Rowe Price ✦ | 49.35K | +8.3% | $4.18M | 0.0% | ▲ Add | 6 | SEC ↗ |
| 15 | D. E. Shaw & Co. ✦ | 48.15K | -57.9% | $4.08M | 0.0% | ▼ Trim | 6 | SEC ↗ ×2 |
| 16 | Marshall Wace ✦ | 10.58K | +97.2% | $895,597 | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 17 | Citadel Advisors ✦ | 8.77K | -98.2% | $742,550 | 0.0% | ▼ Trim | 6 | SEC ↗ ×2 |
«Su ponderación» = la participación de la posición en el valor de renta variable 13F declarado por ese gestor — la medida de convicción. ✦ = gestor seleccionado.
Nuevos compradores
| Sin nuevos compradores rastreados este trimestre. |
Posición cerrada
| Sin salidas rastreadas este trimestre. |
Contexto de mercado completo: entre TODOS los filers 13F (datos estructurados SEC, Q1 2026): 380 tenedores, 47.36M acciones, $3.96B declarado. Este es un período diferente y anterior al de las cifras del universo rastreado que figuran arriba, y ambos nunca se mezclan.
Qué otros valores suelen tener también los tenedores rastreados de este activo — recuentos de cotenencia, no relaciones fundamentales.