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Bofi Holding shares owned by Kathleen S. Wright Associates

Quarter-by-quarter ownership of Bofi Holding (AX) shares owned by Kathleen S. Wright Associates from 13F filings

Historical chart of Kathleen S. Wright Associates investment in Bofi Holding

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All positions including Bofi Holding held by Kathleen S. Wright Associates consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Bofi Holding by Kathleen S. Wright Associates

Quarter filed Position value Share count Share price at filing
2024-09-30 $27k 426 62.88

More positions owned by Kathleen S. Wright Associates

Berkshire Hathaway Inc Del Cl B New (BRK.B)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)
Ishares Tr 0-3 Mnth Treasry (SGOV)
Vanguard Index Fds Growth Etf (VUG)
Vanguard Index Fds Mid Cap Etf (VO)
Wisdomtree Tr Us Smallcap Fund (EES)
Vanguard Whitehall Fds Intl Dvd Etf (VIGI)
Schwab Strategic Tr Intl Sceqt Etf (SCHC)
American Express Company (AXP)
Ishares Tr Msci Usa Min Vol (USMV)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Ea Series Trust Us Quan Value (QVAL)
Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Index Fds Sm Cp Val Etf (VBR)

View all positions for Kathleen S. Wright Associates

Top funds holding Bofi Holding

BlackRock
BlackRock
Vanguard Group
State Street Corporation
Dimensional Fund Advisors
American Century Companies
Davis Asset Management
Geode Capital Management
Daniel D. Thurber
Nuveen Asset Management
Northern Trust
Geneva Capital Management
Morgan Stanley
Charles Schwab Investment Management
Goldman Sachs Group

View all funds holding Bofi Holding