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Planning Strategies’s AXIS Capital AXS Stock Holding History

Planning Strategies’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 		$537 Buy
+5
New +$501 ﹤0.01% 847

Other funds holding AXS

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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Planning Strategies's AXS Position: Q2 2026 in Review

Planning Strategies opened a new position in AXIS Capital (AXS) in Q2 2026: 5 shares worth $537. The stake represents ﹤0.01% of the portfolio and ranks #847 among its holdings.

441 funds tracked by Wall St. Rank hold AXS as of Q2 2026.

  • Planning Strategies held 5 shares of AXIS Capital worth $537 as of Q2 2026.
  • AXIS Capital was a new Planning Strategies position in Q2 2026.
  • AXIS Capital made up ﹤0.01% of Planning Strategies's portfolio in Q2 2026, its #847 holding.
  • 441 funds tracked by Wall St. Rank held AXIS Capital as of Q2 2026.

Based on Planning Strategies's 13F filing for Q2 2026, filed 27 Jul 2026.