AF
AXIA

Allworth Financial’s AXIA Energia AXIA Stock Holding History

Allworth Financial’s Portfolio AXIA Stock Details AXIA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$11K Buy
1,045
+416
+66% +$4.73K ﹤0.01% 3652
2026
Q1 		$7.1K Buy
629
+60
+11% +$649 ﹤0.01% 3741
2025
Q4 		$5.21K Buy
569
+21
+4% +$182 ﹤0.01% 3676
2025
Q3 		$4.31K Buy
548
+473
+631% +$2.98K ﹤0.01% 3637
2025
Q2 		$439 Buy
75
+30
+67% +$175 ﹤0.01% 4167
2025
Q1 		$278 Sell
45
-365
-89% -$1.86K ﹤0.01% 3812
2024
Q4 		$1.92K Buy
410
+293
+250% +$1.46K ﹤0.01% 3173
2024
Q3 		$673 Buy
+117
New +$666 ﹤0.01% 3347

Other funds holding AXIA

State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $52.8B AUM 58.98% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
KI
Kapitalo Investimentos Sao Paulo, Brazil $1.58B AUM 19.49% 1-Year Est. Return
RAM
Ramirez Asset Management New York $960M AUM 30.25% 1-Year Est. Return

Allworth Financial's AXIA Position: Q2 2026 in Review

Allworth Financial increased its AXIA Energia (AXIA) stake by 66% in Q2 2026, buying an estimated $4.73K and bringing the position to 1,045 shares worth $11K. The position accounts for ﹤0.01% of the portfolio, ranked #3652.

Allworth Financial first reported a position in AXIA in Q3 2024 and has held it in 8 quarters since. 181 funds tracked by Wall St. Rank hold AXIA as of Q2 2026.

  • Allworth Financial held 1,045 shares of AXIA Energia worth $11K as of Q2 2026.
  • Allworth Financial bought 416 AXIA Energia shares in Q2 2026, an estimated $4.73K.
  • AXIA Energia made up ﹤0.01% of Allworth Financial's portfolio in Q2 2026, its #3652 holding.
  • Allworth Financial first reported a position in AXIA Energia in Q3 2024 and has held it in 8 quarters since.
  • 181 funds tracked by Wall St. Rank held AXIA Energia as of Q2 2026.

Based on Allworth Financial's 13F filing for Q2 2026, filed 11 Aug 2026.