AssetMark Inc
AXIA

AssetMark Inc’s AXIA Energia AXIA Stock Holding History

AssetMark Inc’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 		$10.1K Buy
960
+727
+312% +$8.26K ﹤0.01% 2443
2026
Q1 		$2.63K Sell
233
-38
-14% -$411 ﹤0.01% 2777
2025
Q4 		$2.48K Sell
271
-88
-25% -$761 ﹤0.01% 2711
2025
Q3 		$2.82K Buy
359
+205
+133% +$1.29K ﹤0.01% 2534
2025
Q2 		$906 Buy
+154
New +$900 ﹤0.01% 2630
2021
Q1 		– Sell
-371
Closed -$2K – 1371
2020
Q4 		$2K Buy
+371
New +$1.84K ﹤0.01% 1191
2020
Q2 		– Sell
-170
Closed -$1K – 1298
2020
Q1 		$1K Sell
170
-2,450
-94% -$14.9K ﹤0.01% 1251
2019
Q4 		$19K Buy
+2,620
New +$18.5K ﹤0.01% 936

Other funds holding AXIA

State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
B
Barings Charlotte, North Carolina $5.64B AUM 18.33% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
FC
Fundamenta Capital Montevideo $172M AUM
TIAM
TT International Asset Management London, United Kingdom $783M AUM 104.75% 1-Year Est. Return
NOSC
North of South Capital London, United Kingdom $1.36B AUM 26.43% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

AssetMark Inc's AXIA Position: Q2 2026 in Review

AssetMark Inc increased its AXIA Energia (AXIA) stake by 312% in Q2 2026, buying an estimated $8.26K and bringing the position to 960 shares worth $10.1K. The position accounts for ﹤0.01% of the portfolio, ranked #2443.

AssetMark Inc first reported a position in AXIA in Q4 2019 and has held it in 8 quarters since. The position peaked at $19K in Q4 2019. 67 funds tracked by Wall St. Rank hold AXIA as of Q2 2026.

  • AssetMark Inc held 960 shares of AXIA Energia worth $10.1K as of Q2 2026.
  • AssetMark Inc bought 727 AXIA Energia shares in Q2 2026, an estimated $8.26K.
  • AXIA Energia made up ﹤0.01% of AssetMark Inc's portfolio in Q2 2026, its #2443 holding.
  • AssetMark Inc first reported a position in AXIA Energia in Q4 2019 and has held it in 8 quarters since.
  • AssetMark Inc's AXIA Energia position peaked at $19K in Q4 2019.
  • 67 funds tracked by Wall St. Rank held AXIA Energia as of Q2 2026.

Based on AssetMark Inc's 13F filing for Q2 2026, filed 30 Jul 2026.