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Fi3 Financial Advisors’s AXIS Capital AXS Stock Holding History

Fi3 Financial Advisors’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 		$214K Sell
948
-1,846
-66% -$185K 0.05% 222
2026
Q1 		$285K Buy
2,794
+350
+14% +$35.9K 0.08% 147
2025
Q4 		$263K Buy
+2,444
New +$243K 0.08% 143
2025
Q3 		– Sell
-2,125
Closed -$222K – 164
2025
Q2 		$222K Buy
+2,125
New +$211K 0.08% 150

Other funds holding AXS

AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
JT
Jupiter Topco New York $245B AUM
AGA
Altrinsic Global Advisors Stamford, Connecticut $2.72B AUM 7.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fi3 Financial Advisors's AXS Position: Q2 2026 in Review

Fi3 Financial Advisors reduced its AXIS Capital (AXS) stake by 66% in Q2 2026, selling an estimated $185K and leaving 948 shares worth $214K. The position accounts for 0.05% of the portfolio, ranked #222.

Fi3 Financial Advisors first reported a position in AXS in Q2 2025 and has held it in 4 quarters since. The position peaked at $285K in Q1 2026. 473 funds tracked by Wall St. Rank hold AXS as of Q2 2026.

  • Fi3 Financial Advisors held 948 shares of AXIS Capital worth $214K as of Q2 2026.
  • Fi3 Financial Advisors sold 1,846 AXIS Capital shares in Q2 2026, an estimated $185K.
  • AXIS Capital made up 0.05% of Fi3 Financial Advisors's portfolio in Q2 2026, its #222 holding.
  • Fi3 Financial Advisors first reported a position in AXIS Capital in Q2 2025 and has held it in 4 quarters since.
  • Fi3 Financial Advisors's AXIS Capital position peaked at $285K in Q1 2026.
  • 473 funds tracked by Wall St. Rank held AXIS Capital as of Q2 2026.

Based on Fi3 Financial Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.