Back to AX
B. Riley Wealth Advisors, Inc. → AX
B. Riley Wealth Advisors, Inc. AX Position History
Axos Financial, Inc. • Financial Services
Quarters held
4
Latest value
$3.8M
Q3 2026
Peak value
$3.8M
First seen
Q1 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q1 2025 | $2.8M |
| Q3 2025 | $3.7M |
| Q4 2025 | $3.7M |
| Q3 2026 | $3.8M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $3.8M | 43.5K | — | — |
| Q4 2025 | $3.7M | 43.4K | — | — |
| Q3 2025 | $3.7M | 43.4K | — | — |
| Q1 2025 | $2.8M | 43.9K | — | — |
Other funds holding AX
$294.5M
$294.5M
$239.7M
$96.1M
$76.6M
$53.2M