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Avion Wealth’s AXIS Capital AXS Stock Holding History

Avion Wealth’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 		$2K Sell
25
-5
-17% -$520 ﹤0.01% 1008
2026
Q2 		$3K Buy
30
+25
+500% +$2.51K ﹤0.01% 909
2026
Q1 		$0 Hold
5
– – ﹤0.01% 1241
2025
Q4 		$0 Sell
5
-1
-17% -$99 ﹤0.01% 1231
2025
Q3 		$0 Sell
6
-5
-45% -$484 ﹤0.01% 1200
2025
Q2 		$1K Buy
11
+5
+83% +$498 ﹤0.01% 910
2025
Q1 		$0 Buy
+6
New +$554 ﹤0.01% 1018

Other funds holding AXS

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 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
Alberta Investment Management Corp (AIMCo)
Alberta Investment Management Corp (AIMCo) Edmonton, Alberta, Canada $17.9B AUM 21.9% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $111B AUM 30.48% 1-Year Est. Return

Avion Wealth's AXS Position: Q3 2026 in Review

Avion Wealth reduced its AXIS Capital (AXS) stake by 17% in Q3 2026, selling an estimated $520 and leaving 25 shares worth $2K. The position accounts for ﹤0.01% of the portfolio, ranked #1008.

Avion Wealth first reported a position in AXS in Q1 2025 and has held it in 7 quarters since. The position peaked at $3K in Q2 2026. 250 funds tracked by Wall St. Rank hold AXS as of Q3 2026.

  • Avion Wealth held 25 shares of AXIS Capital worth $2K as of Q3 2026.
  • Avion Wealth sold 5 AXIS Capital shares in Q3 2026, an estimated $520.
  • AXIS Capital made up ﹤0.01% of Avion Wealth's portfolio in Q3 2026, its #1008 holding.
  • Avion Wealth first reported a position in AXIS Capital in Q1 2025 and has held it in 7 quarters since.
  • Avion Wealth's AXIS Capital position peaked at $3K in Q2 2026.
  • 250 funds tracked by Wall St. Rank held AXIS Capital as of Q3 2026.

Based on Avion Wealth's 13F filing for Q3 2026, filed 4 Nov 2026.