SFA
AXIA

Sequoia Financial Advisors’s AXIA Energia AXIA Stock Holding History

Sequoia Financial Advisors’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 		$231K Buy
21,887
+3,233
+17% +$36.7K ﹤0.01% 1872
2026
Q1 		$210K Buy
18,654
+802
+4% +$8.67K ﹤0.01% 1762
2025
Q4 		$164K Sell
17,852
-4,663
-21% -$40.3K ﹤0.01% 1842
2025
Q3 		$177K Buy
22,515
+415
+2% +$2.61K ﹤0.01% 1647
2025
Q2 		$130K Buy
22,100
+146
+0.7% +$853 ﹤0.01% 1517
2025
Q1 		$123K Buy
21,954
+488
+2% +$2.48K ﹤0.01% 1314
2024
Q4 		$97.2K Sell
21,466
-6,007
-22% -$30K ﹤0.01% 1286
2024
Q3 		$157K Buy
27,473
+6,427
+31% +$36.6K ﹤0.01% 1193
2024
Q2 		$107K Sell
21,046
-4,126
-16% -$23.6K ﹤0.01% 1158
2024
Q1 		$166K Buy
25,172
+448
+2% +$3.04K ﹤0.01% 1078
2023
Q4 		$169K Buy
24,724
+4,597
+23% +$28.2K ﹤0.01% 1122
2023
Q3 		$117K Buy
20,127
+885
+5% +$5.26K ﹤0.01% 909
2023
Q2 		$126K Buy
+19,242
New +$110K ﹤0.01% 901

Other funds holding AXIA

State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
B
Barings Charlotte, North Carolina $5.64B AUM 18.33% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
FC
Fundamenta Capital Montevideo $172M AUM
TIAM
TT International Asset Management London, United Kingdom $783M AUM 104.75% 1-Year Est. Return
NOSC
North of South Capital London, United Kingdom $1.36B AUM 26.43% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

Sequoia Financial Advisors's AXIA Position: Q2 2026 in Review

Sequoia Financial Advisors increased its AXIA Energia (AXIA) stake by 17% in Q2 2026, buying an estimated $36.7K and bringing the position to 21,887 shares worth $231K. The position accounts for ﹤0.01% of the portfolio, ranked #1872.

Sequoia Financial Advisors first reported a position in AXIA in Q2 2023 and has held it in 13 quarters since. 67 funds tracked by Wall St. Rank hold AXIA as of Q2 2026.

  • Sequoia Financial Advisors held 21,887 shares of AXIA Energia worth $231K as of Q2 2026.
  • Sequoia Financial Advisors bought 3,233 AXIA Energia shares in Q2 2026, an estimated $36.7K.
  • AXIA Energia made up ﹤0.01% of Sequoia Financial Advisors's portfolio in Q2 2026, its #1872 holding.
  • Sequoia Financial Advisors first reported a position in AXIA Energia in Q2 2023 and has held it in 13 quarters since.
  • 67 funds tracked by Wall St. Rank held AXIA Energia as of Q2 2026.

Based on Sequoia Financial Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.