AWM
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Axxcess Wealth Management’s Bentley Systems BSY Stock Holding History

Axxcess Wealth Management’s Portfolio BSY Stock Details BSY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-6,989
Closed -$267K – 459
2025
Q4 		$267K Sell
6,989
-1,045
-13% -$47.6K ﹤0.01% 887
2025
Q3 		$414K Sell
8,034
-190
-2% -$10.4K 0.01% 673
2025
Q2 		$444K Sell
8,224
-247
-3% -$11.4K 0.01% 623
2025
Q1 		$333K Buy
8,471
+301
+4% +$13.4K 0.01% 653
2024
Q4 		$382K Sell
8,170
-100
-1% -$4.88K 0.01% 606
2024
Q3 		$420K Sell
8,270
-185
-2% -$9.11K 0.01% 590
2024
Q2 		$417K Buy
8,455
+81
+1% +$4.2K 0.01% 565
2024
Q1 		$437K Sell
8,374
-22
-0.3% -$1.11K 0.01% 568
2023
Q4 		$438K Sell
8,396
-8,406
-50% -$432K 0.01% 550
2023
Q3 		$843K Sell
16,802
-189
-1% -$9.51K 0.03% 350
2023
Q2 		$921K Sell
16,991
-1,416
-8% -$66.1K 0.07% 247
2023
Q1 		$791K Buy
18,407
+10,254
+126% +$408K 0.06% 274
2022
Q4 		$301K Buy
8,153
+1,058
+15% +$38.3K 0.02% 445
2022
Q3 		$217K Sell
7,095
-5,619
-44% -$205K 0.02% 482
2022
Q2 		$423K Buy
12,714
+5,359
+73% +$197K 0.04% 337
2022
Q1 		$325K Buy
7,355
+1,523
+26% +$60.8K 0.03% 456
2021
Q4 		$282K Buy
+5,832
New +$315K 0.02% 489

Other funds holding BSY

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Axxcess Wealth Management's BSY Position: Q1 2026 in Review

Axxcess Wealth Management sold out of Bentley Systems (BSY) in Q1 2026, closing a stake of 6,989 shares — an estimated $267K sold.

Axxcess Wealth Management first reported a position in BSY in Q4 2021 and held it in 17 quarters. The position peaked at $921K in Q2 2023. 444 funds tracked by Wall St. Rank hold BSY as of Q1 2026.

  • Axxcess Wealth Management reported no remaining Bentley Systems position as of Q1 2026 after selling out during the quarter.
  • Axxcess Wealth Management sold 6,989 Bentley Systems shares in Q1 2026, an estimated $267K.
  • Axxcess Wealth Management first reported a position in Bentley Systems in Q4 2021 and held it in 17 quarters.
  • Axxcess Wealth Management's Bentley Systems position peaked at $921K in Q2 2023.
  • 444 funds tracked by Wall St. Rank held Bentley Systems as of Q1 2026.

Based on Axxcess Wealth Management's 13F filing for Q1 2026, filed 29 Apr 2026.