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RETIREMENT GUYS FORMULA LLC → AX
RETIREMENT GUYS FORMULA LLC AX Position History
Axos Financial, Inc. • Financial Services
Quarters held
4
Latest value
$244K
Q3 2026
Peak value
$249K
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $211K |
| Q1 2026 | $216K |
| Q2 2026 | $249K |
| Q3 2026 | $244K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $244K | 2.8K | — | — |
| Q2 2026 | $249K | 2.6K | — | — |
| Q1 2026 | $216K | 2.5K | — | — |
| Q4 2025 | $211K | 2.4K | — | — |
Other funds holding AX
$294.5M
$294.5M
$239.7M
$96.1M
$76.6M
$53.2M