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Concurrent Investment Advisors, LLC → AX
Concurrent Investment Advisors, LLC AX Position History
Axos Financial, Inc. • Financial Services
Quarters held
9
Latest value
$606K
Q3 2026
Peak value
$639K
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $477K |
| Q4 2025 | $533K |
| Q4 2025 | $521K |
| Q1 2026 | $621K |
| Q1 2026 | $78K |
| Q2 2026 | $639K |
| Q2 2026 | $113K |
| Q3 2026 | $18K |
| Q3 2026 | $606K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $606K | 7.0K | — | — |
| Q3 2026 | $18K | 205 | — | — |
| Q2 2026 | $113K | 1.2K | — | — |
| Q2 2026 | $639K | 6.6K | — | — |
| Q1 2026 | $78K | 919 | — | — |
| Q1 2026 | $621K | 7.3K | — | — |
| Q4 2025 | $521K | 6.0K | — | — |
| Q4 2025 | $533K | 6.2K | — | — |
| Q3 2025 | $477K | 5.6K | — | — |
Other funds holding AX
$294.5M
$294.5M
$239.7M
$96.1M
$76.6M
$53.2M