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Pinnacle Wealth Planning Services’s AXIS Capital AXS Stock Holding History

Pinnacle Wealth Planning Services’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 		$39.2K Buy
365
+153
+72% +$15.3K ﹤0.01% 1443
2026
Q1 		$21.5K Buy
+212
New +$21.8K ﹤0.01% 1660

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

Pinnacle Wealth Planning Services's AXS Position: Q2 2026 in Review

Pinnacle Wealth Planning Services increased its AXIS Capital (AXS) stake by 72% in Q2 2026, buying an estimated $15.3K and bringing the position to 365 shares worth $39.2K. The position accounts for ﹤0.01% of the portfolio, ranked #1443.

Pinnacle Wealth Planning Services first reported a position in AXS in Q1 2026 and has held it in 2 quarters since. 473 funds tracked by Wall St. Rank hold AXS as of Q2 2026.

  • Pinnacle Wealth Planning Services held 365 shares of AXIS Capital worth $39.2K as of Q2 2026.
  • Pinnacle Wealth Planning Services bought 153 AXIS Capital shares in Q2 2026, an estimated $15.3K.
  • AXIS Capital made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #1443 holding.
  • Pinnacle Wealth Planning Services first reported a position in AXIS Capital in Q1 2026 and has held it in 2 quarters since.
  • 473 funds tracked by Wall St. Rank held AXIS Capital as of Q2 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q2 2026, filed 7 Aug 2026.