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GoalVest Advisory’s AXIS Capital AXS Stock Holding History

GoalVest Advisory’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 		$6.41K Buy
+68
New +$7.07K ﹤0.01% 519
2026
Q1 		– Sell
-78
Closed -$8.35K – 457
2025
Q4 		$8.35K Buy
+78
New +$7.75K ﹤0.01% 434

Other funds holding AXS

BFA
Benedict Financial Advisors Atlanta, Georgia $504M AUM 20.67% 1-Year Est. Return
WPC
Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
EWP
Elevation Wealth Partners Santa Rosa, California $356M AUM 17.04% 1-Year Est. Return
GBT
Grove Bank & Trust Miami, Florida $1.01B AUM 19.76% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
GWM
GK Wealth Management Reno, Nevada $178M AUM 41.48% 1-Year Est. Return
RWS
Retirement Wealth Solutions Marshfield, Wisconsin $189M AUM 13.41% 1-Year Est. Return

GoalVest Advisory's AXS Position: Q3 2026 in Review

GoalVest Advisory opened a new position in AXIS Capital (AXS) in Q3 2026: 68 shares worth $6.41K. The stake represents ﹤0.01% of the portfolio and ranks #519 among its holdings. This is a return to the name: GoalVest Advisory previously reported a position in AXS as recently as Q4 2025.

GoalVest Advisory first reported a position in AXS in Q4 2025 and has held it in 2 quarters since. The position peaked at $8.35K in Q4 2025. 13 funds tracked by Wall St. Rank hold AXS as of Q3 2026.

  • GoalVest Advisory held 68 shares of AXIS Capital worth $6.41K as of Q3 2026.
  • AXIS Capital was a new GoalVest Advisory position in Q3 2026.
  • AXIS Capital made up ﹤0.01% of GoalVest Advisory's portfolio in Q3 2026, its #519 holding.
  • GoalVest Advisory first reported a position in AXIS Capital in Q4 2025 and has held it in 2 quarters since.
  • GoalVest Advisory's AXIS Capital position peaked at $8.35K in Q4 2025.
  • 13 funds tracked by Wall St. Rank held AXIS Capital as of Q3 2026.

Based on GoalVest Advisory's 13F filing for Q3 2026, filed 2 Oct 2026.