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D.A. DAVIDSON & CO. AX Position History
Axos Financial, Inc. • Financial Services
Quarters held
4
Latest value
$1.8M
Q3 2026
Peak value
$2.3M
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $2.3M |
| Q1 2026 | $2.3M |
| Q2 2026 | $2.1M |
| Q3 2026 | $1.8M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $1.8M | 20.3K | — | — |
| Q2 2026 | $2.1M | 21.1K | — | — |
| Q1 2026 | $2.3M | 26.6K | — | — |
| Q4 2025 | $2.3M | 27.0K | — | — |
Other funds holding AX
$294.5M
$294.5M
$239.7M
$96.1M
$76.6M
$53.2M