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Capital Performance Advisors’s AXIS Capital AXS Stock Holding History

Capital Performance 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
Q2 		– Sell
-3,124
Closed -$317K – 327
2026
Q1 		$317K Buy
3,124
+26
+0.8% +$2.67K 0.02% 315
2025
Q4 		$332K Buy
3,098
+867
+39% +$86.1K 0.02% 293
2025
Q3 		$214K Sell
2,231
-377
-14% -$36.5K 0.04% 303
2025
Q2 		$271K Buy
2,608
+201
+8% +$20K 0.05% 175
2025
Q1 		$241K Buy
+2,407
New +$222K 0.05% 204
2024
Q4 		– Sell
-1,238
Closed -$98.6K – 420
2024
Q3 		$98.6K Buy
+1,238
New +$92.7K 0.03% 201

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

Capital Performance Advisors's AXS Position: Q2 2026 in Review

Capital Performance Advisors sold out of AXIS Capital (AXS) in Q2 2026, closing a stake of 3,124 shares — an estimated $317K sold.

Capital Performance Advisors first reported a position in AXS in Q3 2024 and held it in 6 quarters. The position peaked at $332K in Q4 2025. 472 funds tracked by Wall St. Rank hold AXS as of Q2 2026.

  • Capital Performance Advisors reported no remaining AXIS Capital position as of Q2 2026 after selling out during the quarter.
  • Capital Performance Advisors sold 3,124 AXIS Capital shares in Q2 2026, an estimated $317K.
  • Capital Performance Advisors first reported a position in AXIS Capital in Q3 2024 and held it in 6 quarters.
  • Capital Performance Advisors's AXIS Capital position peaked at $332K in Q4 2025.
  • 472 funds tracked by Wall St. Rank held AXIS Capital as of Q2 2026.

Based on Capital Performance Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.