Bay Harbor Wealth Management
AXS icon

Bay Harbor Wealth Management’s AXIS Capital AXS Stock Holding History

Bay Harbor Wealth Management’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 		$1.89K Buy
20
+2
+11% +$208 ﹤0.01% 715
2026
Q2 		$1.93K Buy
18
+5
+38% +$501 ﹤0.01% 659
2026
Q1 		$1.32K Buy
13
+4
+44% +$411 ﹤0.01% 677
2025
Q4 		$967 Buy
9
+4
+80% +$397 ﹤0.01% 653
2025
Q3 		$479 Sell
5
-1
-17% -$97 ﹤0.01% 744
2025
Q2 		$625 Buy
6
+4
+200% +$398 ﹤0.01% 574
2025
Q1 		$201 Buy
+2
New +$185 ﹤0.01% 671

Other funds holding AXS

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
American Century Companies
American Century Companies Kansas City, Missouri $229B AUM 33.35% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $234B AUM 43.58% 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

Bay Harbor Wealth Management's AXS Position: Q3 2026 in Review

Bay Harbor Wealth Management increased its AXIS Capital (AXS) stake by 11% in Q3 2026, buying an estimated $208 and bringing the position to 20 shares worth $1.89K. The position accounts for ﹤0.01% of the portfolio, ranked #715.

Bay Harbor Wealth Management first reported a position in AXS in Q1 2025 and has held it in 7 quarters since. The position peaked at $1.93K in Q2 2026. 369 funds tracked by Wall St. Rank hold AXS as of Q3 2026.

  • Bay Harbor Wealth Management held 20 shares of AXIS Capital worth $1.89K as of Q3 2026.
  • Bay Harbor Wealth Management bought 2 AXIS Capital shares in Q3 2026, an estimated $208.
  • AXIS Capital made up ﹤0.01% of Bay Harbor Wealth Management's portfolio in Q3 2026, its #715 holding.
  • Bay Harbor Wealth Management first reported a position in AXIS Capital in Q1 2025 and has held it in 7 quarters since.
  • Bay Harbor Wealth Management's AXIS Capital position peaked at $1.93K in Q2 2026.
  • 369 funds tracked by Wall St. Rank held AXIS Capital as of Q3 2026.

Based on Bay Harbor Wealth Management's 13F filing for Q3 2026, filed 3 Nov 2026.