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Bofi Holding shares owned by Keebeck Wealth Management

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

Historical chart of Keebeck Wealth Management investment in Bofi Holding

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Bofi Holding by Keebeck Wealth Management

Quarter filed Position value Share count Share price at filing
2025-12-31 $507k 5.9k 86.16
2025-09-30 $495k 5.8k 84.65
2025-06-30 $406k 5.3k 76.04

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Ishares Core Msci Emkt (IEMG)
Ishares Tr S&p 500 Val Etf (IVE)
Ishares Tr Esg Awr Msci Usa (ESGU)
Blackrock Etf Trust Ishares Us Equit (DYNF)

View all positions for Keebeck Wealth Management

Top funds holding Bofi Holding

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

View all funds holding Bofi Holding