Curated Wealth Partners’s AXIS Capital AXS Stock Holding History

Curated Wealth Partners’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	$345K	Buy	+3,662	New	+$381K	0.03%	384

Other funds holding AXS

State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return

Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

BFA

Benedict Financial Advisors Atlanta, Georgia $504M AUM 20.67% 1-Year Est. Return

CWM

Connecticut Wealth Management Farmington, Connecticut $2.73B AUM 14.39% 1-Year Est. Return

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

AWA

Aaron Wealth Advisors Chicago, Illinois $2.04B AUM 32.69% 1-Year Est. Return

Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return

Salem Investment Counselors Winston Salem, North Carolina $4.01B AUM 48.23% 1-Year Est. Return

Curated Wealth Partners's AXS Position: Q3 2026 in Review

Curated Wealth Partners opened a new position in AXIS Capital (AXS) in Q3 2026: 3,662 shares worth $345K. The stake represents 0.03% of the portfolio and ranks #384 among its holdings.

34 funds tracked by Wall St. Rank hold AXS as of Q3 2026.

Curated Wealth Partners held 3,662 shares of AXIS Capital worth $345K as of Q3 2026.
AXIS Capital was a new Curated Wealth Partners position in Q3 2026.
AXIS Capital made up 0.03% of Curated Wealth Partners's portfolio in Q3 2026, its #384 holding.
34 funds tracked by Wall St. Rank held AXIS Capital as of Q3 2026.

Based on Curated Wealth Partners's 13F filing for Q3 2026, filed 15 Oct 2026.