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 Q2	–	Sell	-3,404	Closed	-$347K	–	59
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 Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Jupiter Topco New York $245B AUM

AGA

Altrinsic Global Advisors Stamford, Connecticut $2.72B AUM 7.92% 1-Year Est. Return

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

Evoke Wealth's AXS Position: Q2 2026 in Review

Evoke Wealth sold out of AXIS Capital (AXS) in Q2 2026, closing a stake of 3,404 shares — an estimated $347K sold.

Evoke Wealth first reported a position in AXS in Q2 2020 and held it in 14 quarters. The position peaked at $347K in Q1 2026. 472 funds tracked by Wall St. Rank hold AXS as of Q2 2026.

Evoke Wealth reported no remaining AXIS Capital position as of Q2 2026 after selling out during the quarter.
Evoke Wealth sold 3,404 AXIS Capital shares in Q2 2026, an estimated $347K.
Evoke Wealth first reported a position in AXIS Capital in Q2 2020 and held it in 14 quarters.
Evoke Wealth's AXIS Capital position peaked at $347K in Q1 2026.
472 funds tracked by Wall St. Rank held AXIS Capital as of Q2 2026.

Based on Evoke Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.