Evoke Wealth’s AXIS Capital AXS Stock Holding History

Evoke Wealth’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 Q1	$347K	Buy	3,404 +577	+20%	+$59.2K	0.01%	502
2025 Q4	$304K	Buy	2,827 +161	+6%	+$16K	0.01%	517
2025 Q3	$257K	Sell	2,666 -656	-20%	-$63.5K	0.01%	542
2025 Q2	$346K	Buy	+3,322	New	+$331K	0.01%	428
2022 Q4	–	Sell	-45	Closed	-$2K	–	426
2022 Q3	$2K	Hold	45	–	–	﹤0.01%	1012
2022 Q2	$3K	Hold	45	–	–	﹤0.01%	967
2022 Q1	$3K	Hold	45	–	–	﹤0.01%	981
2021 Q4	$2K	Hold	45	–	–	﹤0.01%	1021
2021 Q3	$2K	Hold	45	–	–	﹤0.01%	985
2021 Q2	$2K	Hold	45	–	–	﹤0.01%	1027
2021 Q1	$2K	Hold	45	–	–	﹤0.01%	1001
2020 Q4	$2K	Hold	45	–	–	﹤0.01%	866
2020 Q3	$2K	Hold	45	–	–	﹤0.01%	824
2020 Q2	$2K	Buy	+45	New	+$1.73K	﹤0.01%	840

Other funds holding AXS

AQR Capital Management

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

American Century Companies

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Altrinsic Global Advisors Stamford, Connecticut $2.79B AUM 7.25% 1-Year Est. Return

Janus Henderson Group

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

T. Rowe Price Associates

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return