JWA
AXS icon

JFS Wealth Advisors’s AXIS Capital AXS Stock Holding History

JFS Wealth 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 		$12.2K Buy
113
+3
+3% +$301 ﹤0.01% 931
2026
Q1 		$11.2K Sell
110
-1
-0.9% -$103 ﹤0.01% 909
2025
Q4 		$11.9K Buy
111
+27
+32% +$2.68K ﹤0.01% 920
2025
Q3 		$8.05K Hold
84
– – ﹤0.01% 960
2025
Q2 		$8.72K Buy
84
+5
+6% +$498 ﹤0.01% 908
2025
Q1 		$7.92K Buy
79
+1
+1% +$92 ﹤0.01% 956
2024
Q4 		$6.91K Hold
78
– – ﹤0.01% 988
2024
Q3 		$6.21K Buy
78
+2
+3% +$150 ﹤0.01% 1040
2024
Q2 		$5.37K Hold
76
– – ﹤0.01% 1038
2024
Q1 		$4.94K Hold
76
– – ﹤0.01% 1106
2023
Q4 		$4.21K Buy
76
+19
+33% +$1.06K ﹤0.01% 1129
2023
Q3 		$3.21K Buy
57
+2
+4% +$110 ﹤0.01% 1186
2023
Q2 		$2.96K Hold
55
– – ﹤0.01% 1235
2023
Q1 		$3K Sell
55
-4
-7% -$232 ﹤0.01% 1207
2022
Q4 		$3.2K Buy
59
+2
+4% +$108 ﹤0.01% 1183
2022
Q3 		$3K Sell
57
-18
-24% -$954 ﹤0.01% 1139
2022
Q2 		$4K Buy
75
+17
+29% +$969 ﹤0.01% 1042
2022
Q1 		$4K Buy
58
+36
+164% +$2.01K ﹤0.01% 1109
2021
Q4 		$1K Buy
+22
New +$1.14K ﹤0.01% 1256
2020
Q2 		– Sell
-17
Closed -$1K – 526
2020
Q1 		$1K Buy
+17
New +$949 ﹤0.01% 462

Other funds holding AXS

WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
WPC
Wedmont Private Capital West Chester, Pennsylvania $3.65B AUM 26.64% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return
FCBT
First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return
EWP
Elevation Wealth Partners Santa Rosa, California $334M AUM 26.48% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return