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Creative Planning AX Position History
Axos Financial, Inc. • Financial Services
Quarters held
5
Latest value
$421K
Q3 2026
Peak value
$465K
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $403K |
| Q4 2025 | $413K |
| Q1 2026 | $431K |
| Q2 2026 | $465K |
| Q3 2026 | $421K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $421K | 4.9K | — | — |
| Q2 2026 | $465K | 4.8K | — | — |
| Q1 2026 | $431K | 5.1K | — | — |
| Q4 2025 | $413K | 4.8K | — | — |
| Q3 2025 | $403K | 4.8K | — | — |
Other funds holding AX
$294.5M
$294.5M
$239.7M
$96.1M
$76.6M
$53.2M