KENNEDY CAPITAL SMALL CAP VALUE FUND AX Holdings History
KENNEDY CAPITAL SMALL CAP VALUE FUND's Axos Financial Inc Holding Summary
As of 2025-03-31, Investment Managers Series Trust II held 2,834.00 shares of Axos Financial Inc(AX), totaling $182,850.00. This investment constitutes 0.85% of their stock portfolio, and Investment Managers Series Trust II now holds 0.01% of the outstanding Axos Financial Inc(AX) stock.
The initial trade took place in 2025Q1. And since then KENNEDY CAPITAL SMALL CAP VALUE FUND has made 1 purchases of AX, at an average price of $67.83, for a total of 2,834.00 shares. Based on historical transaction data and AX's current price of $83.27, KENNEDY CAPITAL SMALL CAP VALUE FUND's estimated gain on his AX holdings is $43,756.96, reflecting a 22.76% gain to date.
KENNEDY CAPITAL SMALL CAP VALUE FUND AX ($83.27) Holding Chart
KENNEDY CAPITAL SMALL CAP VALUE FUND AX ($83.27) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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