Axxcess Wealth Management
BLSH icon

Axxcess Wealth Management’s Bullish BLSH Stock Holding History

Axxcess Wealth Management’s Portfolio BLSH Stock Details BLSH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$331K Buy
+9,477
New +$276K 0.01% 710
2026
Q2 		– Sell
-7,297
Closed -$261K – 1065
2026
Q1 		$261K Buy
+7,297
New +$256K 0.01% 347

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Robeco Institutional Asset Management
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Farther Finance Advisors
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Independent Financial Group
Independent Financial Group San Diego, California $5.51B AUM 33.51% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Aaron Wealth Advisors
Aaron Wealth Advisors Chicago, Illinois $2.04B AUM 32.69% 1-Year Est. Return
Norden Group
Norden Group Provo, Utah $1.33B AUM 30.5% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return
SteelPeak Wealth
SteelPeak Wealth Woodland Hills, California $4.07B AUM 38.25% 1-Year Est. Return
SBI Securities
SBI Securities Tokyo, Japan $4.38B AUM 56.37% 1-Year Est. Return
Yousif Capital Management
Yousif Capital Management Bloomfield Hills, Michigan $8.87B AUM 34.1% 1-Year Est. Return

Axxcess Wealth Management's BLSH Position: Q3 2026 in Review

Axxcess Wealth Management opened a new position in Bullish (BLSH) in Q3 2026: 9,477 shares worth $331K. The stake represents 0.01% of the portfolio and ranks #710 among its holdings. This is a return to the name: Axxcess Wealth Management previously reported a position in BLSH as recently as Q1 2026.

Axxcess Wealth Management first reported a position in BLSH in Q1 2026 and has held it in 2 quarters since. 30 funds tracked by Wall St. Rank hold BLSH as of Q3 2026.

  • Axxcess Wealth Management held 9,477 shares of Bullish worth $331K as of Q3 2026.
  • Bullish was a new Axxcess Wealth Management position in Q3 2026.
  • Bullish made up 0.01% of Axxcess Wealth Management's portfolio in Q3 2026, its #710 holding.
  • Axxcess Wealth Management first reported a position in Bullish in Q1 2026 and has held it in 2 quarters since.
  • 30 funds tracked by Wall St. Rank held Bullish as of Q3 2026.

Based on Axxcess Wealth Management's 13F filing for Q3 2026, filed 21 Oct 2026.