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SUMMIT WEALTH GROUP LLC / CO → AX
SUMMIT WEALTH GROUP LLC / CO AX Position History
Axos Financial, Inc. • Financial Services
Quarters held
3
Latest value
$239K
Q3 2026
Peak value
$269K
First seen
Q1 2026
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q1 2026 | $234K |
| Q2 2026 | $269K |
| Q3 2026 | $239K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $239K | 2.8K | — | — |
| Q2 2026 | $269K | 2.8K | — | — |
| Q1 2026 | $234K | 2.8K | — | — |
Other funds holding AX
$294.5M
$294.5M
$239.7M
$96.1M
$76.6M
$53.2M