IWC
AXIA

Integrated Wealth Concepts’s AXIA Energia AXIA Stock Holding History

Integrated Wealth Concepts’s Portfolio AXIA Stock Details AXIA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$6.55K Buy
+620
New +$7.05K ﹤0.01% 4829

Other funds holding AXIA

State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $52.8B AUM 58.98% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
KI
Kapitalo Investimentos Sao Paulo, Brazil $1.58B AUM 19.49% 1-Year Est. Return
RAM
Ramirez Asset Management New York $960M AUM 30.25% 1-Year Est. Return

Integrated Wealth Concepts's AXIA Position: Q2 2026 in Review

Integrated Wealth Concepts opened a new position in AXIA Energia (AXIA) in Q2 2026: 620 shares worth $6.55K. The stake represents ﹤0.01% of the portfolio and ranks #4829 among its holdings.

180 funds tracked by Wall St. Rank hold AXIA as of Q2 2026.

  • Integrated Wealth Concepts held 620 shares of AXIA Energia worth $6.55K as of Q2 2026.
  • AXIA Energia was a new Integrated Wealth Concepts position in Q2 2026.
  • AXIA Energia made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #4829 holding.
  • 180 funds tracked by Wall St. Rank held AXIA Energia as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.