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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
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

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 $3.37T AUM 44.26% 1-Year Est. Return

Bay Harbor Wealth Management's AXS Position: Q2 2026 in Review

Bay Harbor Wealth Management increased its AXIS Capital (AXS) stake by 38% in Q2 2026, buying an estimated $501 and bringing the position to 18 shares worth $1.93K. The position accounts for ﹤0.01% of the portfolio, ranked #659.

Bay Harbor Wealth Management first reported a position in AXS in Q1 2025 and has held it in 6 quarters since. 473 funds tracked by Wall St. Rank hold AXS as of Q2 2026.

  • Bay Harbor Wealth Management held 18 shares of AXIS Capital worth $1.93K as of Q2 2026.
  • Bay Harbor Wealth Management bought 5 AXIS Capital shares in Q2 2026, an estimated $501.
  • AXIS Capital made up ﹤0.01% of Bay Harbor Wealth Management's portfolio in Q2 2026, its #659 holding.
  • Bay Harbor Wealth Management first reported a position in AXIS Capital in Q1 2025 and has held it in 6 quarters since.
  • 473 funds tracked by Wall St. Rank held AXIS Capital as of Q2 2026.

Based on Bay Harbor Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.