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AXA (AXAHY)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Ferguson Wellman Capital Management, Inc
INCREASED
Shares430,159 from 425,083
Change+5,076 (+1%)
Value$20.6M (-$768.8K)
Filed 2026-10-05
Altrius Capital Management Inc
INCREASED
Shares232,643 from 207,886
Change+24,757 (+12%)
Value$11.1M (+$690.1K)
Filed 2026-11-05
Ativo Capital Management LLC
DECREASED
Shares32,075 from 32,076
Change-1 (0%)
Value$1.5M (-$76.4K)
Filed 2026-10-27
Carret Asset Management, LLC
INCREASED
Shares18,425 from 18,275
Change+150 (+1%)
Value$890.3K (-$25.9K)
Filed 2026-11-04
Gamma Investing LLC
INCREASED
Shares10,980 from 9,869
Change+1,111 (+11%)
Value$525.5K (+$29.7K)
Filed 2026-10-08
Yousif Capital Management, LLC
DECREASED
Shares7,657 from 8,432
Change-775 (-9%)
Value$370.0K (-$52.8K)
Filed 2026-10-22
Alta Capital Management LLC/
NEW
Shares3,313
Change+3,313
Value$158.6K
Filed 2026-10-26
First Command Advisory Services, Inc.
INCREASED
Shares2,089 from 371
Change+1,718 (+463%)
Value$100.0K (+$81.3K)
Filed 2026-11-05
Boyd Watterson Asset Management LLC
UNCHANGED
Shares740 from 740
Change0 (0%)
Value$35.8K (-$1.3K)
Filed 2026-11-06
Westside Investment Management, Inc.
UNCHANGED
Shares656 from 656
Change0 (0%)
Value$31.1K (-$1.8K)
Filed 2026-11-02
PNC Financial Services Group, Inc.
INCREASED
Shares391 from 316
Change+75 (+24%)
Value$18.7K (+$2.8K)
Filed 2026-11-06
RMG Wealth Management LLC
UNCHANGED
Shares267 from 267
Change0 (0%)
Value$12.6K (-$1.1K)
Filed 2026-10-26
Compass Financial Management LLC
INCREASED
Shares118 from 38
Change+80 (+211%)
Value$5.6K (+$3.7K)
Filed 2026-10-30
Gleason Group, Inc.
UNCHANGED
Shares73 from 73
Change0 (0%)
Value$3.5K (-$133)
Filed 2026-10-15
Ascentis Wealth Management, LLC
NEW
Shares56
Change+56
Value$2.7K
Filed 2026-11-03
Salomon & Ludwin, LLC
CLOSED
Shares0 from 786
Change-786 (-100%)
Value$0 (-$39.0K)
Filed 2026-10-29
Ramirez Asset Management, Inc.
N/A
Shares— from 332,993
Change-332,993 (-100%)
Value—
Rhumbline Advisers
N/A
Shares— from 55,196
Change-55,196 (-100%)
Value—
RNC Capital Management LLC
N/A
Shares— from 11,430
Change-11,430 (-100%)
Value—
Atlas Capital Advisors Inc.
N/A
Shares— from 4,812
Change-4,812 (-100%)
Value—
Wellington-Altus USA Inc.
N/A
Shares— from 980
Change-980 (-100%)
Value—
IMA Advisory Services, Inc.
N/A
Shares— from 308
Change-308 (-100%)
Value—
Hantz Financial Services, Inc.
N/A
Shares— from 13
Change-13 (-100%)
Value—
Status
Ferguson Wellman Capital Management, Inc
INCREASED430,159425,083+5,076+1%$21.4M$20.6M-$768.8K2026-10-05
Altrius Capital Management Inc
INCREASED232,643207,886+24,757+12%$10.4M$11.1M+$690.1K2026-11-05
Ativo Capital Management LLC
DECREASED32,07532,076-10%$1.6M$1.5M-$76.4K2026-10-27
Carret Asset Management, LLC
INCREASED18,42518,275+150+1%$916.2K$890.3K-$25.9K2026-11-04
Gamma Investing LLC
INCREASED10,9809,869+1,111+11%$495.8K$525.5K+$29.7K2026-10-08
Yousif Capital Management, LLC
DECREASED7,6578,432-775-9%$422.7K$370.0K-$52.8K2026-10-22
Alta Capital Management LLC/
NEW3,313—+3,313——$158.6K—2026-10-26
First Command Advisory Services, Inc.
INCREASED2,089371+1,718+463%$18.6K$100.0K+$81.3K2026-11-05
Boyd Watterson Asset Management LLC
UNCHANGED74074000%$37.1K$35.8K-$1.3K2026-11-06
Westside Investment Management, Inc.
UNCHANGED65665600%$33.0K$31.1K-$1.8K2026-11-02
PNC Financial Services Group, Inc.
INCREASED391316+75+24%$15.9K$18.7K+$2.8K2026-11-06
RMG Wealth Management LLC
UNCHANGED26726700%$13.8K$12.6K-$1.1K2026-10-26
Compass Financial Management LLC
INCREASED11838+80+211%$2.0K$5.6K+$3.7K2026-10-30
Gleason Group, Inc.
UNCHANGED737300%$3.7K$3.5K-$1332026-10-15
Ascentis Wealth Management, LLC
NEW56—+56——$2.7K—2026-11-03
Salomon & Ludwin, LLC
CLOSED0786-786-100%$39.0K$0-$39.0K2026-10-29
Ramirez Asset Management, Inc.
N/A—332,993-332,993-100%$16.7M———
Rhumbline Advisers
N/A—55,196-55,196-100%$2.8M———
RNC Capital Management LLC
N/A—11,430-11,430-100%$574.2K———
Atlas Capital Advisors Inc.
N/A—4,812-4,812-100%$241.8K———
Wellington-Altus USA Inc.
N/A—980-980-100%$44.3K———
IMA Advisory Services, Inc.
N/A—308-308-100%$15.5K———
Hantz Financial Services, Inc.
N/A—13-13-100%$1———
Showing 23 of 23 institutions