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Bofi Holding shares owned by Evolve Private Wealth

Quarter-by-quarter ownership of Bofi Holding (AX) shares owned by Evolve Private Wealth from 13F filings

Historical chart of Evolve Private Wealth investment in Bofi Holding

Tip: Access up to 7 years of quarterly data

All positions including Bofi Holding held by Evolve Private Wealth consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Bofi Holding by Evolve Private Wealth

Quarter filed Position value Share count Share price at filing
2026-06-30 $1.4M 14k 97.39
2026-03-31 $1.2M 14k 85.09

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Top funds holding Bofi Holding

BlackRock
Vanguard Portfolio Management
FMR
State Street Corporation
American Century Companies
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Dimensional Fund Advisors
Geode Capital Management
Davis Asset Management
Charles Schwab Investment Management
Sixth Street Partners Management Company
Franklin Resources
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Ameriprise Financial
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View all funds holding Bofi Holding