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BOURGEON CAPITAL MANAGEMENT LLC → AX
BOURGEON CAPITAL MANAGEMENT LLC AX Position History
Axos Financial, Inc. • Financial Services
Quarters held
5
Latest value
$238K
Q3 2026
Peak value
$312K
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $271K |
| Q4 2025 | $276K |
| Q1 2026 | $272K |
| Q2 2026 | $312K |
| Q3 2026 | $238K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $238K | 2.8K | — | — |
| Q2 2026 | $312K | 3.2K | — | — |
| Q1 2026 | $272K | 3.2K | — | — |
| Q4 2025 | $276K | 3.2K | — | — |
| Q3 2025 | $271K | 3.2K | — | — |
Other funds holding AX
$294.5M
$294.5M
$239.7M
$96.1M
$76.6M
$53.2M