SPL
AXS icon

Superior Planning, LLC’s AXIS Capital AXS Stock Holding History

Superior Planning, LLC’s Portfolio AXS Stock Details AXS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$4.24K Buy
+45
New +$4.68K ﹤0.01% 1270

Other funds holding AXS

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $229B AUM 33.35% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
River Road Asset Management
River Road Asset Management Louisville, Kentucky $8.42B AUM 5.65% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 38.25% 1-Year Est. Return

Superior Planning, LLC's AXS Position: Q3 2026 in Review

Superior Planning, LLC opened a new position in AXIS Capital (AXS) in Q3 2026: 45 shares worth $4.24K. The stake represents ﹤0.01% of the portfolio and ranks #1270 among its holdings.

309 funds tracked by Wall St. Rank hold AXS as of Q3 2026.

  • Superior Planning, LLC held 45 shares of AXIS Capital worth $4.24K as of Q3 2026.
  • AXIS Capital was a new Superior Planning, LLC position in Q3 2026.
  • AXIS Capital made up ﹤0.01% of Superior Planning, LLC's portfolio in Q3 2026, its #1270 holding.
  • 309 funds tracked by Wall St. Rank held AXIS Capital as of Q3 2026.

Based on Superior Planning, LLC's 13F filing for Q3 2026, filed 12 Nov 2026.