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Bofi Holding shares owned by Summit Wealth Group Llc / Co

Quarter-by-quarter ownership of Bofi Holding (AX) shares owned by Summit Wealth Group Llc / Co from 13F filings

Historical chart of Summit Wealth Group Llc / Co investment in Bofi Holding

Tip: Access up to 7 years of quarterly data

All positions including Bofi Holding held by Summit Wealth Group Llc / Co consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Bofi Holding by Summit Wealth Group Llc / Co

Quarter filed Position value Share count Share price at filing
2026-03-31 $234k 2.8k 85.09

More positions owned by Summit Wealth Group Llc / Co

Sei Exchange Traded Funds Enhanced Us Lrg (SEIV)
Sei Exchange Traded Funds Enhanced Us Lrg (SEIM)
Sei Exchange Traded Funds Select Intl Equi (SEIE)
Sei Exchange Traded Funds Enhanced Us Lrg (SEIQ)
Sei Exchange Traded Funds Select Small Cap (SEIS)
Sei Exchange Traded Funds Select Emerging (SEEM)
Apple (AAPL)
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)
Ishares Tr Rus 1000 Grw Etf (IWF)
Ishares Tr Rus 1000 Val Etf (IWD)
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Dimensional Etf Trust Us High Profitab (DUHP)
Vanguard Index Fds Growth Etf (VUG)

View all positions for Summit Wealth Group Llc / Co

Top funds holding Bofi Holding

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

View all funds holding Bofi Holding