EPG
BLSH

Estate Planners Group’s Bullish BLSH Stock Holding History

Estate Planners Group’s Portfolio BLSH Stock Details BLSH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-95
Closed -$3.6K – 460
2025
Q4 		$3.6K Buy
+95
New +$4.63K ﹤0.01% 364

Other funds holding BLSH

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
AIM
ARK Investment Management St. Petersburg, Florida $15.4B AUM 50.29% 1-Year Est. Return
NAMA
Nikko Asset Management Americas New York $7.75B AUM 33.73% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
SIMG
Stephens Investment Management Group Houston, Texas $9.33B AUM 56.1% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

Estate Planners Group's BLSH Position: Q1 2026 in Review

Estate Planners Group sold out of Bullish (BLSH) in Q1 2026, closing a stake of 95 shares — an estimated $3.6K sold.

Estate Planners Group first reported a position in BLSH in Q4 2025 and held it in 1 quarter. The position peaked at $3.6K in Q4 2025. 201 funds tracked by Wall St. Rank hold BLSH as of Q1 2026.

  • Estate Planners Group reported no remaining Bullish position as of Q1 2026 after selling out during the quarter.
  • Estate Planners Group sold 95 Bullish shares in Q1 2026, an estimated $3.6K.
  • Estate Planners Group first reported a position in Bullish in Q4 2025 and held it in 1 quarter.
  • Estate Planners Group's Bullish position peaked at $3.6K in Q4 2025.
  • 201 funds tracked by Wall St. Rank held Bullish as of Q1 2026.

Based on Estate Planners Group's 13F filing for Q1 2026, filed 11 May 2026.