Root Financial Partners
AXS icon

Root Financial Partners’s AXIS Capital AXS Stock Holding History

Root Financial Partners’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
Q3 		$49.1K Buy
+521
New +$54.2K ﹤0.01% 1098
2026
Q2 		– Sell
-802
Closed -$81.3K – 668
2026
Q1 		$81.3K Buy
802
+458
+133% +$47K ﹤0.01% 650
2025
Q4 		$36.8K Buy
344
+46
+15% +$4.57K ﹤0.01% 844
2025
Q3 		$28.5K Buy
+298
New +$28.9K ﹤0.01% 922

Other funds holding AXS

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
American Century Companies
American Century Companies Kansas City, Missouri $229B AUM 33.35% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $234B AUM 43.58% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Root Financial Partners's AXS Position: Q3 2026 in Review

Root Financial Partners opened a new position in AXIS Capital (AXS) in Q3 2026: 521 shares worth $49.1K. The stake represents ﹤0.01% of the portfolio and ranks #1098 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in AXS as recently as Q1 2026.

Root Financial Partners first reported a position in AXS in Q3 2025 and has held it in 4 quarters since. The position peaked at $81.3K in Q1 2026. 369 funds tracked by Wall St. Rank hold AXS as of Q3 2026.

  • Root Financial Partners held 521 shares of AXIS Capital worth $49.1K as of Q3 2026.
  • AXIS Capital was a new Root Financial Partners position in Q3 2026.
  • AXIS Capital made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #1098 holding.
  • Root Financial Partners first reported a position in AXIS Capital in Q3 2025 and has held it in 4 quarters since.
  • Root Financial Partners's AXIS Capital position peaked at $81.3K in Q1 2026.
  • 369 funds tracked by Wall St. Rank held AXIS Capital as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.