Pathstone Holdings
AXIA

Pathstone Holdings’s AXIA Energia AXIA Stock Holding History

Pathstone Holdings’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 		$414K Buy
39,162
+392
+1% +$4.46K ﹤0.01% 1966
2026
Q1 		$437K Buy
38,770
+21,969
+131% +$238K ﹤0.01% 1806
2025
Q4 		$154K Sell
16,801
-1,917
-10% -$16.6K ﹤0.01% 2137
2025
Q3 		$147K Sell
18,718
-117
-0.6% -$737 ﹤0.01% 2239
2025
Q2 		$111K Buy
18,835
+587
+3% +$3.43K ﹤0.01% 2108
2025
Q1 		$103K Sell
18,248
-1,920
-10% -$9.76K ﹤0.01% 2142
2024
Q4 		$91.4K Sell
20,168
-11,645
-37% -$58.2K ﹤0.01% 2239
2024
Q3 		$182K Sell
31,813
-4,156
-12% -$23.7K ﹤0.01% 2190
2024
Q2 		$183K Sell
35,969
-4,749
-12% -$27.2K ﹤0.01% 2166
2024
Q1 		$269K Buy
40,718
+303
+0.7% +$2.06K ﹤0.01% 2002
2023
Q4 		$276K Buy
+40,415
New +$248K ﹤0.01% 1883

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

Pathstone Holdings's AXIA Position: Q2 2026 in Review

Pathstone Holdings increased its AXIA Energia (AXIA) stake by 1% in Q2 2026, buying an estimated $4.46K and bringing the position to 39,162 shares worth $414K. The position accounts for ﹤0.01% of the portfolio, ranked #1966.

Pathstone Holdings first reported a position in AXIA in Q4 2023 and has held it in 11 quarters since. The position peaked at $437K in Q1 2026. 181 funds tracked by Wall St. Rank hold AXIA as of Q2 2026.

  • Pathstone Holdings held 39,162 shares of AXIA Energia worth $414K as of Q2 2026.
  • Pathstone Holdings bought 392 AXIA Energia shares in Q2 2026, an estimated $4.46K.
  • AXIA Energia made up ﹤0.01% of Pathstone Holdings's portfolio in Q2 2026, its #1966 holding.
  • Pathstone Holdings first reported a position in AXIA Energia in Q4 2023 and has held it in 11 quarters since.
  • Pathstone Holdings's AXIA Energia position peaked at $437K in Q1 2026.
  • 181 funds tracked by Wall St. Rank held AXIA Energia as of Q2 2026.

Based on Pathstone Holdings's 13F filing for Q2 2026, filed 13 Aug 2026.