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Bofi Holding shares owned by Waldron

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

Historical chart of Waldron investment in Bofi Holding

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

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Quarterly reported holdings in Bofi Holding by Waldron

Quarter filed Position value Share count Share price at filing
2025-12-31 $214k 2.5k 86.16

More positions owned by Waldron

Vanguard Index Fds Value Etf (VTV)
Vanguard Index Fds Growth Etf (VUG)
Ishares Tr Rus 1000 Grw Etf (IWF)
Ishares Tr Core Msci Total (IXUS)
Ishares Tr Rus 1000 Val Etf (IWD)
Vanguard Scottsdale Fds Vng Rus1000grw (VONG)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Whitehall Fds High Div Yld (VYM)
Ishares Tr Glb Infrastr Etf (IGF)
Ishares Tr Rus 2000 Val Etf (IWN)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
Vanguard Index Fds Sml Cp Grw Etf (VBK)
Vanguard Index Fds Sm Cp Val Etf (VBR)
Ishares Tr Russell 3000 Etf (IWV)
Apple (AAPL)

View all positions for Waldron

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