Blue Bell Private Wealth Management’s Fundrise Innovation Fund VCX Stock Holding History

Blue Bell Private Wealth Management’s Portfolio VCX Stock Details VCX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$23.9K	Buy	+806	New	+$34.7K	﹤0.01%	521

Other funds holding VCX

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return

Jane Street New York $1.19T AUM 51.51% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

IMC Chicago Chicago, Illinois $483B AUM 41.26% 1-Year Est. Return

Private Advisor Group Morristown, New Jersey $29.9B AUM 19.22% 1-Year Est. Return

New Harbor Financial Group Worcester, Massachusetts $669M AUM 22.9% 1-Year Est. Return

Ballast Rock Private Wealth Charleston, South Carolina $214M AUM 17.63% 1-Year Est. Return

Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return

Jump Financial Chicago, Illinois $13.9B AUM 45.06% 1-Year Est. Return

Blue Bell Private Wealth Management's VCX Position: Q3 2026 in Review

Blue Bell Private Wealth Management opened a new position in Fundrise Innovation Fund (VCX) in Q3 2026: 806 shares worth $23.9K. The stake represents ﹤0.01% of the portfolio and ranks #521 among its holdings.

50 funds tracked by Wall St. Rank hold VCX as of Q3 2026.

Blue Bell Private Wealth Management held 806 shares of Fundrise Innovation Fund worth $23.9K as of Q3 2026.
Fundrise Innovation Fund was a new Blue Bell Private Wealth Management position in Q3 2026.
Fundrise Innovation Fund made up ﹤0.01% of Blue Bell Private Wealth Management's portfolio in Q3 2026, its #521 holding.
50 funds tracked by Wall St. Rank held Fundrise Innovation Fund as of Q3 2026.

Based on Blue Bell Private Wealth Management's 13F filing for Q3 2026, filed 29 Oct 2026.