AF
AXS icon

Allworth Financial’s AXIS Capital AXS Stock Holding History

Allworth Financial’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
Q2 		$303K Sell
2,819
-414
-13% -$41.5K ﹤0.01% 1255
2026
Q1 		$328K Buy
3,233
+1,008
+45% +$103K ﹤0.01% 1146
2025
Q4 		$238K Buy
2,225
+1,477
+197% +$147K ﹤0.01% 1254
2025
Q3 		$71.7K Buy
748
+167
+29% +$16.2K ﹤0.01% 1876
2025
Q2 		$60.3K Buy
581
+344
+145% +$34.2K ﹤0.01% 1843
2025
Q1 		$22.7K Buy
237
+198
+508% +$18.3K ﹤0.01% 2004
2024
Q4 		$3.47K Buy
39
+13
+50% +$1.11K ﹤0.01% 2921
2024
Q3 		$2.07K Hold
26
– – ﹤0.01% 2955
2024
Q2 		$1.87K Hold
26
– – ﹤0.01% 2954
2024
Q1 		$1.69K Buy
+26
New +$1.56K ﹤0.01% 2873
2020
Q2 		– Sell
-61
Closed -$2K – 1171
2020
Q1 		$2K Buy
+61
New +$3.41K ﹤0.01% 1028

Other funds holding AXS

AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
JT
Jupiter Topco New York $245B AUM
AGA
Altrinsic Global Advisors Stamford, Connecticut $2.72B AUM 7.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Allworth Financial's AXS Position: Q2 2026 in Review

Allworth Financial reduced its AXIS Capital (AXS) stake by 13% in Q2 2026, selling an estimated $41.5K and leaving 2,819 shares worth $303K. The position accounts for ﹤0.01% of the portfolio, ranked #1255.

Allworth Financial first reported a position in AXS in Q1 2020 and has held it in 11 quarters since. The position peaked at $328K in Q1 2026. 473 funds tracked by Wall St. Rank hold AXS as of Q2 2026.

  • Allworth Financial held 2,819 shares of AXIS Capital worth $303K as of Q2 2026.
  • Allworth Financial sold 414 AXIS Capital shares in Q2 2026, an estimated $41.5K.
  • AXIS Capital made up ﹤0.01% of Allworth Financial's portfolio in Q2 2026, its #1255 holding.
  • Allworth Financial first reported a position in AXIS Capital in Q1 2020 and has held it in 11 quarters since.
  • Allworth Financial's AXIS Capital position peaked at $328K in Q1 2026.
  • 473 funds tracked by Wall St. Rank held AXIS Capital as of Q2 2026.

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