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Pinnacle Wealth Planning Services, Inc. → AX
Pinnacle Wealth Planning Services, Inc. AX Position History
Axos Financial, Inc. • Financial Services
Quarters held
5
Latest value
$237K
Q3 2026
Peak value
$267K
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $210K |
| Q4 2025 | $229K |
| Q1 2026 | $230K |
| Q2 2026 | $267K |
| Q3 2026 | $237K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $237K | 2.7K | — | — |
| Q2 2026 | $267K | 2.7K | — | — |
| Q1 2026 | $230K | 2.7K | — | — |
| Q4 2025 | $229K | 2.7K | — | — |
| Q3 2025 | $210K | 2.5K | — | — |
Other funds holding AX
$294.5M
$294.5M
$239.7M
$96.1M
$76.6M
$53.2M