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Twin Peaks Wealth Advisors’s AXIS Capital AXS Stock Holding History

Twin Peaks Wealth Advisors’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
-5
Closed -$507 – 406
2026
Q1 		$507 Buy
+5
New +$513 ﹤0.01% 2028
2025
Q3 		– Sell
-5
Closed -$485 – 343
2025
Q2 		$485 Buy
+5
New +$498 ﹤0.01% 1923

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 $3.37T AUM 44.26% 1-Year Est. Return

Twin Peaks Wealth Advisors's AXS Position: Q2 2026 in Review

Twin Peaks Wealth Advisors sold out of AXIS Capital (AXS) in Q2 2026, closing a stake of 5 shares — an estimated $507 sold.

Twin Peaks Wealth Advisors first reported a position in AXS in Q2 2025 and held it in 2 quarters. The position peaked at $507 in Q1 2026. 473 funds tracked by Wall St. Rank hold AXS as of Q2 2026.

  • Twin Peaks Wealth Advisors reported no remaining AXIS Capital position as of Q2 2026 after selling out during the quarter.
  • Twin Peaks Wealth Advisors sold 5 AXIS Capital shares in Q2 2026, an estimated $507.
  • Twin Peaks Wealth Advisors first reported a position in AXIS Capital in Q2 2025 and held it in 2 quarters.
  • Twin Peaks Wealth Advisors's AXIS Capital position peaked at $507 in Q1 2026.
  • 473 funds tracked by Wall St. Rank held AXIS Capital as of Q2 2026.

Based on Twin Peaks Wealth Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.