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Wedmont Private Capital’s AXIS Capital AXS Stock Holding History

Wedmont Private Capital’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 		$357K Sell
3,664
-48
-1% -$4.99K 0.01% 704
2026
Q2 		$420K Buy
3,712
+930
+33% +$93.2K 0.01% 614
2026
Q1 		$286K Buy
2,782
+341
+14% +$35K 0.01% 681
2025
Q4 		$252K Buy
2,441
+36
+1% +$3.58K 0.01% 692
2025
Q3 		$232K Sell
2,405
-40
-2% -$3.87K 0.01% 699
2025
Q2 		$240K Buy
2,445
+24
+1% +$2.39K 0.01% 659
2025
Q1 		$225K Buy
+2,421
New +$224K 0.01% 607

Other funds holding AXS

BFA
Benedict Financial Advisors Atlanta, Georgia $504M AUM 20.67% 1-Year Est. Return
NAM
NorthCrest Asset Manangement Plymouth, Minnesota $4.24B AUM 32.82% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
EWP
Elevation Wealth Partners Santa Rosa, California $356M AUM 17.04% 1-Year Est. Return
GA
GoalVest Advisory New York $578M AUM 17.41% 1-Year Est. Return
GBT
Grove Bank & Trust Miami, Florida $1.01B AUM 19.76% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
GWM
GK Wealth Management Reno, Nevada $178M AUM 41.48% 1-Year Est. Return

Wedmont Private Capital's AXS Position: Q3 2026 in Review

Wedmont Private Capital reduced its AXIS Capital (AXS) stake by 1.3% in Q3 2026, selling an estimated $4.99K and leaving 3,664 shares worth $357K. The position accounts for 0.01% of the portfolio, ranked #704.

Wedmont Private Capital first reported a position in AXS in Q1 2025 and has held it in 7 quarters since. The position peaked at $420K in Q2 2026. 14 funds tracked by Wall St. Rank hold AXS as of Q3 2026.

  • Wedmont Private Capital held 3,664 shares of AXIS Capital worth $357K as of Q3 2026.
  • Wedmont Private Capital sold 48 AXIS Capital shares in Q3 2026, an estimated $4.99K.
  • AXIS Capital made up 0.01% of Wedmont Private Capital's portfolio in Q3 2026, its #704 holding.
  • Wedmont Private Capital first reported a position in AXIS Capital in Q1 2025 and has held it in 7 quarters since.
  • Wedmont Private Capital's AXIS Capital position peaked at $420K in Q2 2026.
  • 14 funds tracked by Wall St. Rank held AXIS Capital as of Q3 2026.

Based on Wedmont Private Capital's 13F filing for Q3 2026, filed 9 Oct 2026.