JWA
AXIA

JFS Wealth Advisors’s AXIA Energia AXIA Stock Holding History

JFS Wealth Advisors’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 		$2.29K Hold
217
– – ﹤0.01% 1563
2026
Q1 		$2.45K Sell
217
-29
-12% -$314 ﹤0.01% 1445
2025
Q4 		$2.25K Sell
246
-65
-21% -$562 ﹤0.01% 1510
2025
Q3 		$2.44K Hold
311
– – ﹤0.01% 1388
2025
Q2 		$1.83K Hold
311
– – ﹤0.01% 1415
2025
Q1 		$1.75K Buy
311
+119
+62% +$605 ﹤0.01% 1513
2024
Q4 		$870 Sell
192
-90
-32% -$450 ﹤0.01% 1699
2024
Q3 		$1.61K Sell
282
-15
-5% -$85 ﹤0.01% 1571
2024
Q2 		$1.51K Hold
297
– – ﹤0.01% 1541
2024
Q1 		$1.96K Buy
297
+15
+5% +$102 ﹤0.01% 1450
2023
Q4 		$1.92K Buy
282
+40
+17% +$245 ﹤0.01% 1457
2023
Q3 		$1.4K Buy
242
+50
+26% +$297 ﹤0.01% 1492
2023
Q2 		$1.26K Hold
192
– – ﹤0.01% 1531
2023
Q1 		$1.01K Sell
192
-42
-18% -$235 ﹤0.01% 1582
2022
Q4 		$1.47K Hold
234
– – ﹤0.01% 1489
2022
Q3 		$1K Hold
234
– – ﹤0.01% 1533
2022
Q2 		$2K Sell
234
-43
-16% -$290 ﹤0.01% 1307
2022
Q1 		$2K Buy
+277
New +$1.43K ﹤0.01% 1398
2016
Q2 		– Sell
-12,679
Closed -$18K – 530
2016
Q1 		$18K Hold
12,679
– – 0.01% 328
2015
Q4 		$14K Hold
12,679
– – ﹤0.01% 361
2015
Q3 		$13K Buy
12,679
+3,283
+35% +$3.89K 0.01% 312
2015
Q2 		$14K Hold
9,396
– – 0.01% 321
2015
Q1 		$13K Hold
9,396
– – 0.01% 328
2014
Q4 		$16K Hold
9,396
– – ﹤0.01% 313
2014
Q3 		$20K Hold
9,396
– – ﹤0.01% 260
2014
Q2 		$22K Buy
+9,396
New +$23.9K ﹤0.01% 253

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
B
Barings Charlotte, North Carolina $5.64B AUM 18.33% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
FC
Fundamenta Capital Montevideo $172M AUM
TIAM
TT International Asset Management London, United Kingdom $783M AUM 104.75% 1-Year Est. Return
NOSC
North of South Capital London, United Kingdom $1.36B AUM 26.43% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

JFS Wealth Advisors's AXIA Position: Q2 2026 in Review

JFS Wealth Advisors held its AXIA Energia (AXIA) position steady in Q2 2026 at 217 shares worth $2.29K. The position accounts for ﹤0.01% of the portfolio, ranked #1563.

JFS Wealth Advisors first reported a position in AXIA in Q2 2014 and has held it in 26 quarters since. The position peaked at $22K in Q2 2014. 67 funds tracked by Wall St. Rank hold AXIA as of Q2 2026.

  • JFS Wealth Advisors held 217 shares of AXIA Energia worth $2.29K as of Q2 2026.
  • JFS Wealth Advisors left its AXIA Energia share count unchanged in Q2 2026.
  • AXIA Energia made up ﹤0.01% of JFS Wealth Advisors's portfolio in Q2 2026, its #1563 holding.
  • JFS Wealth Advisors first reported a position in AXIA Energia in Q2 2014 and has held it in 26 quarters since.
  • JFS Wealth Advisors's AXIA Energia position peaked at $22K in Q2 2014.
  • 67 funds tracked by Wall St. Rank held AXIA Energia as of Q2 2026.

Based on JFS Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.