MFG
AXIA

Merit Financial Group’s AXIA Energia AXIA Stock Holding History

Merit Financial Group’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 		– Sell
-26,025
Closed -$294K – 2383
2026
Q1 		$294K Buy
+26,025
New +$281K ﹤0.01% 1665

Other funds holding AXIA

TIAM
TT International Asset Management London, United Kingdom $783M AUM 104.75% 1-Year Est. Return
IIM
InTrack Investment Management South Burlington, Vermont $202M AUM 28.31% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
TW
Traveka Wealth Los Altos, California $301M AUM 26.23% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
TCM
Triumph Capital Management Denver, Colorado $552M AUM 20.75% 1-Year Est. Return
APW
Allied Private Wealth Boca Raton, Florida $156M AUM
HWP
Highline Wealth Partners Sherman Oaks, California $493M AUM 19.33% 1-Year Est. Return

Merit Financial Group's AXIA Position: Q2 2026 in Review

Merit Financial Group sold out of AXIA Energia (AXIA) in Q2 2026, closing a stake of 26,025 shares — an estimated $294K sold.

Merit Financial Group first reported a position in AXIA in Q1 2026 and held it in 1 quarter. The position peaked at $294K in Q1 2026. 18 funds tracked by Wall St. Rank hold AXIA as of Q2 2026.

  • Merit Financial Group reported no remaining AXIA Energia position as of Q2 2026 after selling out during the quarter.
  • Merit Financial Group sold 26,025 AXIA Energia shares in Q2 2026, an estimated $294K.
  • Merit Financial Group first reported a position in AXIA Energia in Q1 2026 and held it in 1 quarter.
  • Merit Financial Group's AXIA Energia position peaked at $294K in Q1 2026.
  • 18 funds tracked by Wall St. Rank held AXIA Energia as of Q2 2026.

Based on Merit Financial Group's 13F filing for Q2 2026, filed 17 Jul 2026.