Birch Financial Group
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Birch Financial Group’s Axsome Therapeutics AXSM Stock Holding History

Birch Financial Group’s Portfolio AXSM Stock Details AXSM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$324K Buy
1,759
+84
+5% +$18.3K 0.15% 94
2026
Q2 		$410K Sell
1,675
-1,685
-50% -$365K 0.21% 84
2026
Q1 		$568K Buy
3,360
+2,263
+206% +$391K 0.33% 65
2025
Q4 		$200K Buy
+1,097
New +$153K 0.11% 133

Other funds holding AXSM

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $72.4B AUM 24.61% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $64.1B AUM 28.9% 1-Year Est. Return

Birch Financial Group's AXSM Position: Q3 2026 in Review

Birch Financial Group increased its Axsome Therapeutics (AXSM) stake by 5% in Q3 2026, buying an estimated $18.3K and bringing the position to 1,759 shares worth $324K. The position accounts for 0.15% of the portfolio, ranked #94.

Birch Financial Group first reported a position in AXSM in Q4 2025 and has held it in 4 quarters since. The position peaked at $568K in Q1 2026. 185 funds tracked by Wall St. Rank hold AXSM as of Q3 2026.

  • Birch Financial Group held 1,759 shares of Axsome Therapeutics worth $324K as of Q3 2026.
  • Birch Financial Group bought 84 Axsome Therapeutics shares in Q3 2026, an estimated $18.3K.
  • Axsome Therapeutics made up 0.15% of Birch Financial Group's portfolio in Q3 2026, its #94 holding.
  • Birch Financial Group first reported a position in Axsome Therapeutics in Q4 2025 and has held it in 4 quarters since.
  • Birch Financial Group's Axsome Therapeutics position peaked at $568K in Q1 2026.
  • 185 funds tracked by Wall St. Rank held Axsome Therapeutics as of Q3 2026.

Based on Birch Financial Group's 13F filing for Q3 2026, filed 27 Oct 2026.