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PRINCIPAL FINANCIAL GROUP INC → AX
PRINCIPAL FINANCIAL GROUP INC AX Position History
Axos Financial, Inc. • Financial Services
Quarters held
10
Latest value
$283K
Q3 2026
Peak value
$35.2M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $327K |
| Q3 2025 | $26.4M |
| Q4 2025 | $28.9M |
| Q4 2025 | $212K |
| Q1 2026 | $29.9M |
| Q1 2026 | $213K |
| Q2 2026 | $152K |
| Q2 2026 | $35.2M |
| Q3 2026 | $23.2M |
| Q3 2026 | $283K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $283K | 3.3K | — | — |
| Q3 2026 | $23.2M | 268.3K | — | — |
| Q2 2026 | $35.2M | 361.1K | — | — |
| Q2 2026 | $152K | 1.6K | — | — |
| Q1 2026 | $213K | 2.5K | — | — |
| Q1 2026 | $29.9M | 351.5K | — | — |
| Q4 2025 | $212K | 2.5K | — | — |
| Q4 2025 | $28.9M | 334.9K | — | — |
| Q3 2025 | $26.4M | 311.8K | — | — |
| Q3 2025 | $327K | 3.9K | — | — |
Other funds holding AX
$294.5M
$294.5M
$239.7M
$96.1M
$76.6M
$53.2M