Axxcess Wealth Management
BTSG icon

Axxcess Wealth Management’s BrightSpring Health Services BTSG Stock Holding History

Axxcess Wealth Management’s Portfolio BTSG Stock Details BTSG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		– Sell
-9,606
Closed -$670K – 1248
2026
Q2 		$670K Buy
+9,606
New +$533K 0.01% 631

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Bank of New York Mellon
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Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $61B AUM 26.91% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $64.1B AUM 28.9% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return
Luther King Capital Management (LKCM)
Luther King Capital Management (LKCM) Fort Worth, Texas $24.3B AUM 19.37% 1-Year Est. Return
SEB Asset Management
SEB Asset Management Stockholm $27B AUM

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

Axxcess Wealth Management sold out of BrightSpring Health Services (BTSG) in Q3 2026, closing a stake of 9,606 shares — an estimated $670K sold.

Axxcess Wealth Management first reported a position in BTSG in Q2 2026 and held it in 1 quarter. The position peaked at $670K in Q2 2026. 201 funds tracked by Wall St. Rank hold BTSG as of Q3 2026.

  • Axxcess Wealth Management reported no remaining BrightSpring Health Services position as of Q3 2026 after selling out during the quarter.
  • Axxcess Wealth Management sold 9,606 BrightSpring Health Services shares in Q3 2026, an estimated $670K.
  • Axxcess Wealth Management first reported a position in BrightSpring Health Services in Q2 2026 and held it in 1 quarter.
  • Axxcess Wealth Management's BrightSpring Health Services position peaked at $670K in Q2 2026.
  • 201 funds tracked by Wall St. Rank held BrightSpring Health Services as of Q3 2026.

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