OKABENA INVESTMENT SERVICES INC AXTA β€” AXALTA COATING SYS LTD COM

Ownership history in OKABENA INVESTMENT SERVICES INC  Β·  2 quarters on record

AI Ownership Summary

OKABENA INVESTMENT SERVICES INC reported AXALTA COATING SYS LTD COM (AXTA) in 2 quarterly 13F filings from 2026 Q1 through 2026 Q2. Peak portfolio weight reached 0.11% in 2026 Q2. The latest visible filing shows AXTA at 0.11% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this AXTA ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was OKABENA INVESTMENT SERVICES INC's position in AXALTA COATING SYS LTD COM, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q2

AXTA was reported at 0.11% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.11% in 2026 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2026 Q1 to 2026 Q2

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How OKABENA INVESTMENT SERVICES INC held AXTA β€” position size vs. price
% of Fund (quarterly)    AXTA price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 2 quarters  β–Ύ
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 REDUCED β€” β€” β€” 18,015 -885 -4.7% 0.11% $616K 2026-08-04 $37.61
2026 Q1 INITIATED β€” β€” β€” 18,900 β€” β€” 0.10% $524K 2026-05-15 $26.81

FAQ About OKABENA INVESTMENT SERVICES INC and AXTA

These are the practical questions this page is built to answer before you even open the full history table.

How long has OKABENA INVESTMENT SERVICES INC reported owning AXTA?

OKABENA INVESTMENT SERVICES INC reported AXTA across 2 quarterly 13F filings, from 2026 Q1 through 2026 Q2.

What was the largest reported AXTA position in OKABENA INVESTMENT SERVICES INC's portfolio?

The largest reported portfolio weight for AXTA was 0.11% in 2026 Q2.

What is the latest reported AXTA position on this page?

The most recent filing on this page is 2026 Q2, when OKABENA INVESTMENT SERVICES INC reported 18,015 shares, equal to 0.11% of portfolio, with an estimated market value of $616K.

What does the chart on this AXTA ownership page compare?

The chart compares OKABENA INVESTMENT SERVICES INC's quarterly AXTA portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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