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James T. Borello RIA’s AXIS Capital AXS Stock Holding History

James T. Borello RIA’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 		$6.31K Sell
67
-51
-43% -$5.3K ﹤0.01% 723
2026
Q2 		$12.7K Buy
118
+2
+2% +$201 ﹤0.01% 533
2026
Q1 		$11.8K Hold
116
– – ﹤0.01% 518
2025
Q4 		$12.4K Buy
+116
New +$11.5K ﹤0.01% 356

Other funds holding AXS

Paradice Investment Management
Paradice Investment Management Denver, Colorado $594M AUM 28.38% 1-Year Est. Return
State of Alaska Department of Revenue
State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return
Wedge Capital Management
Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Y-Intercept (HK)
Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return
BFA
Benedict Financial Advisors Atlanta, Georgia $504M AUM 20.67% 1-Year Est. Return
Connecticut Wealth Management
Connecticut Wealth Management Farmington, Connecticut $2.73B AUM 14.39% 1-Year Est. Return
Linden Thomas Advisory Services
Linden Thomas Advisory Services Charlotte, North Carolina $1.26B AUM 37.95% 1-Year Est. Return
Krilogy Financial
Krilogy Financial St. Louis, Missouri $3.66B AUM 22.28% 1-Year Est. Return
NAM
NorthCrest Asset Manangement Plymouth, Minnesota $4.24B AUM 32.82% 1-Year Est. Return

James T. Borello RIA's AXS Position: Q3 2026 in Review

James T. Borello RIA reduced its AXIS Capital (AXS) stake by 43% in Q3 2026, selling an estimated $5.3K and leaving 67 shares worth $6.31K. The position accounts for ﹤0.01% of the portfolio, ranked #723.

James T. Borello RIA first reported a position in AXS in Q4 2025 and has held it in 4 quarters since. The position peaked at $12.7K in Q2 2026. 43 funds tracked by Wall St. Rank hold AXS as of Q3 2026.

  • James T. Borello RIA held 67 shares of AXIS Capital worth $6.31K as of Q3 2026.
  • James T. Borello RIA sold 51 AXIS Capital shares in Q3 2026, an estimated $5.3K.
  • AXIS Capital made up ﹤0.01% of James T. Borello RIA's portfolio in Q3 2026, its #723 holding.
  • James T. Borello RIA first reported a position in AXIS Capital in Q4 2025 and has held it in 4 quarters since.
  • James T. Borello RIA's AXIS Capital position peaked at $12.7K in Q2 2026.
  • 43 funds tracked by Wall St. Rank held AXIS Capital as of Q3 2026.

Based on James T. Borello RIA's 13F filing for Q3 2026, filed 16 Oct 2026.