Kathleen S. Wright Associates »

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
2025-09-30 $36k 426 84.65
2025-06-30 $32k 426 76.04
2025-03-31 $28k 426 64.52
2024-12-31 $30k 426 69.85
2024-09-30 $27k 426 62.88

More positions owned by Kathleen S. Wright Associates

Vanguard Index Fds &p 500 Etf Shs (VOO)
Berkshire Hathaway Inc Del L B New (BRK.B)
Vaneck Etf Trust Rngstr Wde Moat (MOAT)
Ishares Tr -3 Mnth Treasry (SGOV)
Vanguard Index Fds Rowth Etf (VUG)
Vanguard Index Fds Id Cap Etf (VO)
Wisdomtree Tr S Smallcap Fund (EES)
Vanguard Index Fds Otal Stk Mkt (VTI)
Vanguard Whitehall Fds Ntl Dvd Etf (VIGI)
American Express Om (AXP)
Schwab Strategic Tr Ntl Eqty Etf (SCHF)
Ishares Tr Sci Usa Min Vol (USMV)
Schwab Strategic Tr Ntl Sceqt Etf (SCHC)
Brookfield Corp L A Ltd Vt Sh (BN)
Ea Series Trust S Quan Value (QVAL)

View all positions for Kathleen S. Wright Associates

Top funds holding Bofi Holding

BlackRock
Vanguard Group
State Street Corporation
American Century Companies
Dimensional Fund Advisors
Geode Capital Management
Davis Asset Management
FMR
Daniel D. Thurber
Geneva Capital Management
Ameriprise Financial
Northern Trust
Charles Schwab Investment Management
Morgan Stanley
Emerald Advisers

View all funds holding Bofi Holding