Bell Investment Advisors’s AXIS Capital AXS Stock Holding History

Bell Investment Advisors’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 Q1	$10K	Hold	99	–	–	﹤0.01%	679
2025 Q4	$10.6K	Buy	99 +37	+60%	+$3.68K	﹤0.01%	676
2025 Q3	$5.94K	Sell	62 -37	-37%	-$3.58K	﹤0.01%	841
2025 Q2	$10.3K	Buy	99 +7	+8%	+$697	﹤0.01%	663
2025 Q1	$9.22K	Hold	92	–	–	﹤0.01%	639
2024 Q4	$8.15K	Buy	92 +25	+37%	+$2.14K	﹤0.01%	691
2024 Q3	$5.33K	Sell	67 -18	-21%	-$1.35K	﹤0.01%	899
2024 Q2	$6.01K	Hold	85	–	–	﹤0.01%	835
2024 Q1	$5.53K	Buy	85 +18	+27%	+$1.08K	﹤0.01%	860
2023 Q4	$3.71K	Hold	67	–	–	﹤0.01%	1035
2023 Q3	$3.78K	Buy	67 +9	+16%	+$497	﹤0.01%	952
2023 Q2	$3.12K	Sell	58 -1	-2%	-$55	﹤0.01%	1071
2023 Q1	$3.22K	Buy	59 +10	+20%	+$581	﹤0.01%	1006
2022 Q4	$2.65K	Sell	49 -5	-9%	-$270	﹤0.01%	1133
2022 Q3	$3K	Sell	54 -4	-7%	-$212	﹤0.01%	874
2022 Q2	$3K	Buy	+58	New	+$3.31K	﹤0.01%	894
2021 Q4	$2K	Hold	30	–	–	﹤0.01%	1089
2021 Q3	$1K	Buy	+30	New	+$1.49K	﹤0.01%	1270

Other funds holding AXS

AQR Capital Management

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

American Century Companies

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Altrinsic Global Advisors Stamford, Connecticut $2.79B AUM 7.25% 1-Year Est. Return

Janus Henderson Group

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

T. Rowe Price Associates

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return