AWM
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Axxcess Wealth Management’s Bank7 Corp BSVN Stock Holding History

Axxcess Wealth Management’s Portfolio BSVN Stock Details BSVN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-28,597
Closed -$1.11M – 884
2025
Q1 		$1.11M Buy
28,597
+5,444
+24% +$227K 0.03% 368
2024
Q4 		$1.08M Buy
+23,153
New +$1.02M 0.03% 390

Other funds holding BSVN

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
MBAM
Mink Brook Asset Management West Palm Beach, Florida $179M AUM 37.68% 1-Year Est. Return
TLM
Twin Lions Management Stamford, Connecticut $165M AUM 10.42% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BFC
Banc Funds Company Chicago, Illinois $537M AUM 17.34% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Axxcess Wealth Management's BSVN Position: Q2 2025 in Review

Axxcess Wealth Management sold out of Bank7 Corp (BSVN) in Q2 2025, closing a stake of 28,597 shares — an estimated $1.11M sold.

Axxcess Wealth Management first reported a position in BSVN in Q4 2024 and held it in 2 quarters. The position peaked at $1.11M in Q1 2025. 73 funds tracked by Wall St. Rank hold BSVN as of Q2 2025.

  • Axxcess Wealth Management reported no remaining Bank7 Corp position as of Q2 2025 after selling out during the quarter.
  • Axxcess Wealth Management sold 28,597 Bank7 Corp shares in Q2 2025, an estimated $1.11M.
  • Axxcess Wealth Management first reported a position in Bank7 Corp in Q4 2024 and held it in 2 quarters.
  • Axxcess Wealth Management's Bank7 Corp position peaked at $1.11M in Q1 2025.
  • 73 funds tracked by Wall St. Rank held Bank7 Corp as of Q2 2025.

Based on Axxcess Wealth Management's 13F filing for Q2 2025, filed 28 Jul 2025.