BWM
RAND icon

Bullock Wealth Management’s Rand Capital RAND Stock Holding History

Bullock Wealth Management’s Portfolio RAND Stock Details RAND Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$6.57K Buy
+642
New +$6.91K ﹤0.01% 483

Other funds holding RAND

CC
Courier Capital Buffalo, New York $2B AUM 24.36% 1-Year Est. Return
SRC
Shufro Rose & Co New York $1.74B AUM 34.09% 1-Year Est. Return
WAM
WNY Asset Management Williamsville, New York $1.12B AUM
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bullock Wealth Management's RAND Position: Q2 2026 in Review

Bullock Wealth Management opened a new position in Rand Capital (RAND) in Q2 2026: 642 shares worth $6.57K. The stake represents ﹤0.01% of the portfolio and ranks #483 among its holdings.

8 funds tracked by Wall St. Rank hold RAND as of Q2 2026.

  • Bullock Wealth Management held 642 shares of Rand Capital worth $6.57K as of Q2 2026.
  • Rand Capital was a new Bullock Wealth Management position in Q2 2026.
  • Rand Capital made up ﹤0.01% of Bullock Wealth Management's portfolio in Q2 2026, its #483 holding.
  • 8 funds tracked by Wall St. Rank held Rand Capital as of Q2 2026.

Based on Bullock Wealth Management's 13F filing for Q2 2026, filed 19 Aug 2026.