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Empirical Financial Services, LLC d.b.a. Empirical Wealth Management → AX
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management AX Position History
Axos Financial, Inc. • Financial Services
Quarters held
8
Latest value
$14K
Q3 2026
Peak value
$802K
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $272K |
| Q4 2025 | $324K |
| Q1 2026 | $4K |
| Q1 2026 | $357K |
| Q2 2026 | $13K |
| Q2 2026 | $495K |
| Q3 2026 | $802K |
| Q3 2026 | $14K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $14K | 162 | — | — |
| Q3 2026 | $802K | 9.3K | — | — |
| Q2 2026 | $495K | 5.1K | — | — |
| Q2 2026 | $13K | 133 | — | — |
| Q1 2026 | $357K | 4.2K | — | — |
| Q1 2026 | $4K | 43 | — | — |
| Q4 2025 | $324K | 3.8K | — | — |
| Q3 2025 | $272K | 3.2K | — | — |
Other funds holding AX
$294.5M
$294.5M
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$76.6M
$53.2M