Crossmark Global Holdings’s AXIA Energia American Depositary Shares Preferred Class B1 AXIA.PR Stock Holding History

Crossmark Global Holdings’s Portfolio AXIA.PR Stock Details AXIA.PR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell	-28,043	Closed	-$230K	–	1251
2025 Q3	$230K	Hold	28,043	–	–	﹤0.01%	1202
2025 Q2	$184K	Buy	28,043 +35	+0.1%	+$226	﹤0.01%	1285
2025 Q1	$173K	Sell	28,008 -54	-0.2%	-$303	﹤0.01%	1282
2024 Q4	$142K	Sell	28,062 -37	-0.1%	-$205	﹤0.01%	1234
2024 Q3	$176K	Sell	28,099 -19,692	-41%	-$123K	﹤0.01%	1252
2024 Q2	$268K	Sell	47,791 -2,841	-6%	-$18.1K	0.01%	1113
2024 Q1	$371K	Sell	50,632 -916	-2%	-$6.89K	0.01%	1000
2023 Q4	$389K	Sell	51,548 -11,407	-18%	-$78.2K	0.01%	948
2023 Q3	$405K	Buy	62,955 +4,856	+8%	+$32.3K	0.01%	898
2023 Q2	$419K	Buy	58,099 +37,743	+185%	+$244K	0.01%	923
2023 Q1	$118K	Buy	20,356 +1,778	+10%	+$10.5K	﹤0.01%	1275
2022 Q4	$121K	Buy	+18,578	New	+$135K	﹤0.01%	1232

Other funds holding AXIA.PR

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Navi International Sao Paulo, Brazil $148M AUM

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

AAM

Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return

Natixis Advisors Boston, Massachusetts $88.9B AUM 38.03% 1-Year Est. Return

SGDR

SPX Gestao de Recursos Rio De Janeiro, Brazil $898M AUM 45.5% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Crossmark Global Holdings's AXIA.PR Position: Q4 2025 in Review

Crossmark Global Holdings sold out of AXIA Energia American Depositary Shares Preferred Class B1 (AXIA.PR) in Q4 2025, closing a stake of 28,043 shares — an estimated $230K sold.

Crossmark Global Holdings first reported a position in AXIA.PR in Q4 2022 and held it in 12 quarters. The position peaked at $419K in Q2 2023. 38 funds tracked by Wall St. Rank hold AXIA.PR as of Q4 2025.

Crossmark Global Holdings reported no remaining AXIA Energia American Depositary Shares Preferred Class B1 position as of Q4 2025 after selling out during the quarter.
Crossmark Global Holdings sold 28,043 AXIA Energia American Depositary Shares Preferred Class B1 shares in Q4 2025, an estimated $230K.
Crossmark Global Holdings first reported a position in AXIA Energia American Depositary Shares Preferred Class B1 in Q4 2022 and held it in 12 quarters.
Crossmark Global Holdings's AXIA Energia American Depositary Shares Preferred Class B1 position peaked at $419K in Q2 2023.
38 funds tracked by Wall St. Rank held AXIA Energia American Depositary Shares Preferred Class B1 as of Q4 2025.

Based on Crossmark Global Holdings's 13F filing for Q4 2025, filed 3 Feb 2026.