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Steward Partners Investment Advisory’s AXIS Capital AXS Stock Holding History

Steward Partners Investment Advisory’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 		$203K Sell
1,894
-2,052
-52% -$206K ﹤0.01% 2220
2026
Q1 		$400K Sell
3,946
-721
-15% -$74K ﹤0.01% 1633
2025
Q4 		$500K Sell
4,667
-5,549
-54% -$551K ﹤0.01% 1427
2025
Q3 		$979K Buy
10,216
+10,070
+6,897% +$975K 0.01% 1058
2025
Q2 		$15.2K Sell
146
-484
-77% -$48.2K ﹤0.01% 3028
2025
Q1 		$63.2K Buy
630
+34
+6% +$3.14K ﹤0.01% 2260
2024
Q4 		$52.8K Buy
+596
New +$51K ﹤0.01% 2307
2024
Q2 		– Sell
-1,517
Closed -$98.6K – 3615
2024
Q1 		$98.6K Buy
1,517
+472
+45% +$28.3K ﹤0.01% 1775
2023
Q4 		$57.9K Buy
1,045
+391
+60% +$21.7K ﹤0.01% 1914
2023
Q3 		$36.9K Buy
654
+610
+1,386% +$33.7K ﹤0.01% 2047
2023
Q2 		$2.37K Hold
44
– – ﹤0.01% 2996
2023
Q1 		$2.4K Hold
44
– – ﹤0.01% 2981
2022
Q4 		$2.38K Hold
44
– – ﹤0.01% 2985
2022
Q3 		$2K Hold
44
– – ﹤0.01% 3001
2022
Q2 		$3K Hold
44
– – ﹤0.01% 2895
2022
Q1 		$3K Sell
44
-1,370
-97% -$76.3K ﹤0.01% 3002
2021
Q4 		$77K Buy
1,414
+5
+0.4% +$259 ﹤0.01% 1703
2021
Q3 		$65K Sell
1,409
-2,819
-67% -$140K ﹤0.01% 1749
2021
Q2 		$207K Sell
4,228
-4,062
-49% -$216K ﹤0.01% 1516
2021
Q1 		$411K Buy
8,290
+7,213
+670% +$361K 0.01% 962
2020
Q4 		$54K Sell
1,077
-467
-30% -$22.6K ﹤0.01% 1628
2020
Q3 		$68K Buy
1,544
+1,291
+510% +$56.3K ﹤0.01% 1366
2020
Q2 		$10K Buy
253
+154
+156% +$5.93K ﹤0.01% 2028
2020
Q1 		$3K Hold
99
– – ﹤0.01% 2195
2019
Q4 		$5K Hold
99
– – ﹤0.01% 2221
2019
Q3 		$6K Hold
99
– – ﹤0.01% 2183
2019
Q2 		$5K Buy
+99
New +$5.76K ﹤0.01% 2204
2018
Q4 		– Sell
-55
Closed -$3K – 881
2018
Q3 		$3K Hold
55
– – ﹤0.01% 2260
2018
Q2 		$3K Hold
55
– – ﹤0.01% 2107
2018
Q1 		$3K Buy
+55
New +$2.84K ﹤0.01% 1902

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 $3.38T AUM 44.17% 1-Year Est. Return

Steward Partners Investment Advisory's AXS Position: Q2 2026 in Review

Steward Partners Investment Advisory reduced its AXIS Capital (AXS) stake by 52% in Q2 2026, selling an estimated $206K and leaving 1,894 shares worth $203K. The position accounts for ﹤0.01% of the portfolio, ranked #2220.

Steward Partners Investment Advisory first reported a position in AXS in Q1 2018 and has held it in 30 quarters since. The position peaked at $979K in Q3 2025. 473 funds tracked by Wall St. Rank hold AXS as of Q2 2026.

  • Steward Partners Investment Advisory held 1,894 shares of AXIS Capital worth $203K as of Q2 2026.
  • Steward Partners Investment Advisory sold 2,052 AXIS Capital shares in Q2 2026, an estimated $206K.
  • AXIS Capital made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q2 2026, its #2220 holding.
  • Steward Partners Investment Advisory first reported a position in AXIS Capital in Q1 2018 and has held it in 30 quarters since.
  • Steward Partners Investment Advisory's AXIS Capital position peaked at $979K in Q3 2025.
  • 473 funds tracked by Wall St. Rank held AXIS Capital as of Q2 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.