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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

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

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

JFS Wealth Advisors increased its AXIS Capital (AXS) stake by 2.7% in Q2 2026, buying an estimated $301 and bringing the position to 113 shares worth $12.2K. The position accounts for ﹤0.01% of the portfolio, ranked #931.

JFS Wealth Advisors first reported a position in AXS in Q1 2020 and has held it in 20 quarters since. 472 funds tracked by Wall St. Rank hold AXS as of Q2 2026.

  • JFS Wealth Advisors held 113 shares of AXIS Capital worth $12.2K as of Q2 2026.
  • JFS Wealth Advisors bought 3 AXIS Capital shares in Q2 2026, an estimated $301.
  • AXIS Capital made up ﹤0.01% of JFS Wealth Advisors's portfolio in Q2 2026, its #931 holding.
  • JFS Wealth Advisors first reported a position in AXIS Capital in Q1 2020 and has held it in 20 quarters since.
  • 472 funds tracked by Wall St. Rank held AXIS Capital as of Q2 2026.

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