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AXG — SOLOWIN HOLDINGS

Reported value held$4.24M
Funds holding (latest)8
SectorFinancials
Funds holding (Q2 2026)5
Institutional value$3.33M · 1.02M sh
New / Add / Cut / Exit0 / 2 / 2 / 0
Top-5 / Top-10 concentration100.0% / 100.0%
Institutional holdings change Reducing -2.0% (-20.30K sh)
Institutional value change Down -8.9%

As of Q2 2026, 5 SEC-registered investment managers reported holding AXG (SOLOWIN HOLDINGS) in their latest 13F filings, with a combined reported value of $3.33M across 1.02M shares. That is -2.0% by share count (-20.30K shares) versus the previous quarter, while reported value moved -8.9%. Ownership is concentrated: the five largest holders account for 100.0% of reported value and the top ten for 100.0%.

Compared with the prior quarter, 2 added to existing stakes, 2 trimmed. 13F holdings are quarter-end snapshots, so these moves reflect positioning as of Q2 2026, not real-time trading.

AXG is classified in the Financials sector.

All figures on this page are computed from SEC Form 13F quarterly filings. 13F filers disclose long positions of $100,000 or more within 45 days of quarter end; short positions, options overlays and intra-quarter trades are not included, so treat the numbers as a quarterly snapshot of institutional ownership rather than real-time positioning.

FundQuarterSharesValuePortfolio WeightChange
Morgan Stanley history Q2 2026 805.77K $2.63M 0.00% Reduce
Renaissance Technologies history Q4 2025 127.70K $524.85K 0.00% New
Geode Capital Management history Q2 2026 98.10K $320.79K 0.00% Hold
Citadel Advisors history Q2 2025 69.26K $220.95K 0.00% New
BlackRock Inc history Q2 2026 54.66K $178.74K 0.00% Add
Millennium Management history Q4 2025 39.52K $162.45K 0.00% New
UBS Group AG history Q2 2026 44.59K $145.82K 0.00% Add
Goldman Sachs Group history Q2 2026 14.24K $46.57K 0.00% Reduce

New Positions (Q2 2026)

No fund opened a new position this quarter.

Fully Exited (vs previous quarter)

No tracked fund fully exited this quarter.

Fund Position History — shares by quarter (top 8 funds)

FundQ3 2023Q4 2023Q1 2024Q2 2024Q3 2024Q4 2024Q1 2025Q2 2025Q3 2025Q4 2025Q1 2026Q2 2026
Morgan Stanley — 1.17K 1.17K 1.02K 1.01K 10 — — — 1.60K 857.07K 805.77K
Geode Capital Management — — — — — — — 47.74K 107.71K 107.71K 98.10K 98.10K
BlackRock Inc — — — — — — — — — 1.42K 43.62K 54.66K
UBS Group AG 100 — 32.95K 28.38K — 5.73K 14.21K 1.29K 3.09K 4.75K 23.51K 44.59K
Goldman Sachs Group — — — — — — — — — 17.42K 15.37K 14.24K
Renaissance Technologies — — — 41.30K 45.90K 29.80K 22.40K 77.10K — 127.70K — —
Millennium Management — — — — — — — — — 39.52K — —
Citadel Advisors — — — — — — — 69.26K — — — —

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