Jones Financial Companies
AXIA

Jones Financial Companies’s AXIA Energia AXIA Stock Holding History

Jones Financial Companies’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 		$23K Buy
2,128
+1,781
+513% +$20.2K ﹤0.01% 3446
2026
Q1 		$3.72K Buy
347
+287
+478% +$3.1K ﹤0.01% 3951
2025
Q4 		$550 Buy
+60
New +$519 ﹤0.01% 4142

Other funds holding AXIA

State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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

Jones Financial Companies's AXIA Position: Q2 2026 in Review

Jones Financial Companies increased its AXIA Energia (AXIA) stake by 513% in Q2 2026, buying an estimated $20.2K and bringing the position to 2,128 shares worth $23K. The position accounts for ﹤0.01% of the portfolio, ranked #3446.

Jones Financial Companies first reported a position in AXIA in Q4 2025 and has held it in 3 quarters since. 181 funds tracked by Wall St. Rank hold AXIA as of Q2 2026.

  • Jones Financial Companies held 2,128 shares of AXIA Energia worth $23K as of Q2 2026.
  • Jones Financial Companies bought 1,781 AXIA Energia shares in Q2 2026, an estimated $20.2K.
  • AXIA Energia made up ﹤0.01% of Jones Financial Companies's portfolio in Q2 2026, its #3446 holding.
  • Jones Financial Companies first reported a position in AXIA Energia in Q4 2025 and has held it in 3 quarters since.
  • 181 funds tracked by Wall St. Rank held AXIA Energia as of Q2 2026.

Based on Jones Financial Companies's 13F filing for Q2 2026, filed 14 Aug 2026.