Back to AX
CHOREO, LLC AX Position History
Axos Financial, Inc. • Financial Services
Quarters held
5
Latest value
$256K
Q3 2026
Peak value
$261K
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $213K |
| Q4 2025 | $217K |
| Q1 2026 | $222K |
| Q2 2026 | $261K |
| Q3 2026 | $256K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $256K | 3.0K | — | — |
| Q2 2026 | $261K | 2.7K | — | — |
| Q1 2026 | $222K | 2.6K | — | — |
| Q4 2025 | $217K | 2.5K | — | — |
| Q3 2025 | $213K | 2.5K | — | — |
Other funds holding AX
$294.5M
$294.5M
$239.7M
$96.1M
$76.6M
$53.2M