Waterloo Capital »

Bofi Holding shares owned by Waterloo Capital

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

Historical chart of Waterloo Capital investment in Bofi Holding

Tip: Access up to 7 years of quarterly data

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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Bofi Holding by Waterloo Capital

Quarter filed Position value Share count Share price at filing
2023-09-30 $240k 6.4k 37.86
2023-06-30 $250k 6.4k 39.44
2023-03-31 $234k 6.4k 36.92

More positions owned by Waterloo Capital

Ishares S&p 500 Index Core S&p500 Etf (IVV)
Aptus Collared Investment Opportunity Etf Aptus Collrd Inv (ACIO)
Ishares Core Aggressive Allocation Etf Aggres Alloc Etf (AOA)
Vanguard Short-term Bond Etf Short Trm Bond (BSV)
Aptus Defined Risk Etf Aptus Defined (DRSK)
Aptus International Enhanced Yield Aptus En Intl Yld (IDUB)
Aptus Enhanced Yield Etf Aptus Enhanced (JUCY)
Spdr Portfolio S&p 500 Growth Etf Prtflo S&p500 Gw (SPYG)
Spdr Ser Tr Lehman 1-3 Month T-bill Etf Bloomberg 1-3 Mo (BIL)
Apple (AAPL)
Vanguard Ftse Developed Markets Etf Van Ftse Dev Mkt (VEA)
Opus Small Cap Value Etf Opus Sml Cp Vl (OSCV)
Invesco Nasdaq 100 Etf Nasdaq 100 Etf (QQQM)
Vanguard S&p 500 Etf S&p 500 Etf Shs (VOO)
Aptus Large Cap Enhanced Yield Etf Aptus Large Cap (DUBS)

View all positions for Waterloo Capital

Top funds holding Bofi Holding

Vanguard Group
Dimensional Fund Advisors
Citadel Advisors
Davis Asset Management
Daniel D. Thurber
Jarislowsky, Fraser
Goldman Sachs Group
Geneva Capital Management
Charles Schwab Investment Management
Bank of New York Mellon
Shaker Investments
D. E. Shaw & Co
Millennium Management
Norges Bank Investment Management
Rice Hall James & Associates

View all funds holding Bofi Holding