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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
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

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American Century Companies
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JT
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AGA
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State Street
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Root Financial Partners's AXS Position: Q2 2026 in Review

Root Financial Partners sold out of AXIS Capital (AXS) in Q2 2026, closing a stake of 802 shares — an estimated $81.3K sold.

Root Financial Partners first reported a position in AXS in Q3 2025 and held it in 3 quarters. The position peaked at $81.3K in Q1 2026. 473 funds tracked by Wall St. Rank hold AXS as of Q2 2026.

  • Root Financial Partners reported no remaining AXIS Capital position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 802 AXIS Capital shares in Q2 2026, an estimated $81.3K.
  • Root Financial Partners first reported a position in AXIS Capital in Q3 2025 and held it in 3 quarters.
  • Root Financial Partners's AXIS Capital position peaked at $81.3K in Q1 2026.
  • 473 funds tracked by Wall St. Rank held AXIS Capital as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.