Capital Advisors Ltd’s Akebia Therapeutics AKBA Stock Holding History

Capital Advisors Ltd’s Portfolio AKBA Stock Details AKBA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$0	Hold	320	–	–	﹤0.01%	1340
2026 Q1	$0	Hold	320	–	–	﹤0.01%	1336
2025 Q4	$1K	Hold	320	–	–	﹤0.01%	1131
2025 Q3	$1K	Hold	320	–	–	﹤0.01%	1128
2025 Q2	$1K	Hold	320	–	–	﹤0.01%	1127
2025 Q1	$1K	Hold	320	–	–	﹤0.01%	1113
2024 Q4	$1K	Hold	320	–	–	﹤0.01%	1134
2024 Q3	$0	Hold	320	–	–	﹤0.01%	1344
2024 Q2	$0	Hold	320	–	–	﹤0.01%	1351
2024 Q1	$1K	Hold	320	–	–	﹤0.01%	1106
2023 Q4	$0	Hold	320	–	–	﹤0.01%	1265
2023 Q3	$0	Hold	320	–	–	﹤0.01%	1257
2023 Q2	$0	Hold	320	–	–	﹤0.01%	1264
2023 Q1	$0	Hold	320	–	–	﹤0.01%	1176
2022 Q4	$0	Buy	+320	New	+$100	﹤0.01%	1181

Other funds holding AKBA

HWAM

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

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

CAMG

CWA Asset Management Group Naples, Florida $3.28B AUM 34.07% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

EWS

Eagle Wealth Strategies West Deptford, New Jersey $262M AUM 31.52% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

AWM

Activest Wealth Management Aventure, Florida $518M AUM 44.34% 1-Year Est. Return

TWD

True Wealth Design Akron, Ohio $420M AUM 22.7% 1-Year Est. Return

Capital Advisors Ltd's AKBA Position: Q2 2026 in Review

Capital Advisors Ltd held its Akebia Therapeutics (AKBA) position steady in Q2 2026 at 320 shares worth $0. The position accounts for ﹤0.01% of the portfolio, ranked #1340.

Capital Advisors Ltd first reported a position in AKBA in Q4 2022 and has held it in 15 quarters since. The position peaked at $1K in Q4 2025. 9 funds tracked by Wall St. Rank hold AKBA as of Q2 2026.

Capital Advisors Ltd held 320 shares of Akebia Therapeutics worth $0 as of Q2 2026.
Capital Advisors Ltd left its Akebia Therapeutics share count unchanged in Q2 2026.
Akebia Therapeutics made up ﹤0.01% of Capital Advisors Ltd's portfolio in Q2 2026, its #1340 holding.
Capital Advisors Ltd first reported a position in Akebia Therapeutics in Q4 2022 and has held it in 15 quarters since.
Capital Advisors Ltd's Akebia Therapeutics position peaked at $1K in Q4 2025.
9 funds tracked by Wall St. Rank held Akebia Therapeutics as of Q2 2026.

Based on Capital Advisors Ltd's 13F filing for Q2 2026, filed 16 Jul 2026.