Axiom Investment Management’s abrdn Global Dynamic Dividend Fund AGD Stock Holding History

Axiom Investment Management’s Portfolio AGD Stock Details AGD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$36.4K	Buy	+3,373	New	+$40.8K	0.03%	224

Other funds holding AGD

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

PCM

Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

HWAM

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

IAIM

International Assets Investment Management Orlando, Florida $1.67B AUM 28.26% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Axiom Investment Management's AGD Position: Q1 2026 in Review

Axiom Investment Management opened a new position in abrdn Global Dynamic Dividend Fund (AGD) in Q1 2026: 3,373 shares worth $36.4K. The stake represents 0.03% of the portfolio and ranks #224 among its holdings.

65 funds tracked by Wall St. Rank hold AGD as of Q1 2026.

Axiom Investment Management held 3,373 shares of abrdn Global Dynamic Dividend Fund worth $36.4K as of Q1 2026.
abrdn Global Dynamic Dividend Fund was a new Axiom Investment Management position in Q1 2026.
abrdn Global Dynamic Dividend Fund made up 0.03% of Axiom Investment Management's portfolio in Q1 2026, its #224 holding.
65 funds tracked by Wall St. Rank held abrdn Global Dynamic Dividend Fund as of Q1 2026.

Based on Axiom Investment Management's 13F filing for Q1 2026, filed 26 May 2026.