Planning Strategies Inc.’s AXIS Capital AXS Stock Holding History

Planning Strategies Inc.’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	$537	Buy	+5	New	+$501	﹤0.01%	847

Other funds holding AXS

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

JIC

Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return

RRAM

River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Arbejdsmarkedets Tillaegspension Hilleroed $4.6B AUM

SOADOR

State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return

CPC

Cookson Peirce & Co Pittsburgh, Pennsylvania $3.04B AUM 94.11% 1-Year Est. Return

WCM

Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Planning Strategies Inc.'s AXS Position: Q2 2026 in Review

Planning Strategies Inc. opened a new position in AXIS Capital (AXS) in Q2 2026: 5 shares worth $537. The stake represents ﹤0.01% of the portfolio and ranks #847 among its holdings.

110 funds tracked by Wall St. Rank hold AXS as of Q2 2026.

Planning Strategies Inc. held 5 shares of AXIS Capital worth $537 as of Q2 2026.
AXIS Capital was a new Planning Strategies Inc. position in Q2 2026.
AXIS Capital made up ﹤0.01% of Planning Strategies Inc.'s portfolio in Q2 2026, its #847 holding.
110 funds tracked by Wall St. Rank held AXIS Capital as of Q2 2026.

Based on Planning Strategies Inc.'s 13F filing for Q2 2026, filed 27 Jul 2026.