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Summit Global Investments → AX
Summit Global Investments AX Position History
Axos Financial, Inc. • Financial Services
Quarters held
5
Latest value
$609K
Q3 2026
Peak value
$1.2M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $886K |
| Q4 2025 | $1.2M |
| Q1 2026 | $463K |
| Q2 2026 | $660K |
| Q3 2026 | $609K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $609K | 7.0K | — | — |
| Q2 2026 | $660K | 6.8K | — | — |
| Q1 2026 | $463K | 5.4K | — | — |
| Q4 2025 | $1.2M | 14.2K | — | — |
| Q3 2025 | $886K | 10.5K | — | — |
Other funds holding AX
$294.5M
$294.5M
$239.7M
$96.1M
$76.6M
$53.2M