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

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

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. 67 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.
  • 67 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.