Cornerstone Planning Group
AXS icon

Cornerstone Planning Group’s AXIS Capital AXS Stock Holding History

Cornerstone Planning Group’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 		– Sell
-4
Closed -$455 – 304
2026
Q2 		$455 Hold
4
– – ﹤0.01% 1721
2026
Q1 		$396 Hold
4
– – ﹤0.01% 1701
2025
Q4 		$415 Hold
4
– – ﹤0.01% 1544
2025
Q3 		$374 Sell
4
-5
-56% -$484 ﹤0.01% 1545
2025
Q2 		$849 Buy
9
+5
+125% +$498 ﹤0.01% 1157
2025
Q1 		$380 Buy
+4
New +$369 ﹤0.01% 1365

Other funds holding AXS

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Paradice Investment Management Denver, Colorado $594M AUM 28.38% 1-Year Est. Return
State of Alaska Department of Revenue
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Wedge Capital Management
Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Y-Intercept (HK)
Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return
BFA
Benedict Financial Advisors Atlanta, Georgia $504M AUM 20.67% 1-Year Est. Return
Connecticut Wealth Management
Connecticut Wealth Management Farmington, Connecticut $2.73B AUM 14.39% 1-Year Est. Return
Linden Thomas Advisory Services
Linden Thomas Advisory Services Charlotte, North Carolina $1.26B AUM 37.95% 1-Year Est. Return
Krilogy Financial
Krilogy Financial St. Louis, Missouri $3.66B AUM 22.28% 1-Year Est. Return
NAM
NorthCrest Asset Manangement Plymouth, Minnesota $4.24B AUM 32.82% 1-Year Est. Return

Cornerstone Planning Group's AXS Position: Q3 2026 in Review

Cornerstone Planning Group sold out of AXIS Capital (AXS) in Q3 2026, closing a stake of 4 shares — an estimated $455 sold.

Cornerstone Planning Group first reported a position in AXS in Q1 2025 and held it in 6 quarters. The position peaked at $849 in Q2 2025. 46 funds tracked by Wall St. Rank hold AXS as of Q3 2026.

  • Cornerstone Planning Group reported no remaining AXIS Capital position as of Q3 2026 after selling out during the quarter.
  • Cornerstone Planning Group sold 4 AXIS Capital shares in Q3 2026, an estimated $455.
  • Cornerstone Planning Group first reported a position in AXIS Capital in Q1 2025 and held it in 6 quarters.
  • Cornerstone Planning Group's AXIS Capital position peaked at $849 in Q2 2025.
  • 46 funds tracked by Wall St. Rank held AXIS Capital as of Q3 2026.

Based on Cornerstone Planning Group's 13F filing for Q3 2026, filed 16 Oct 2026.