IFG
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Independent Financial Group’s Bullish BLSH Stock Holding History

Independent Financial 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
Q3 		$742K Buy
21,269
+8,211
+63% +$239K 0.01% 804
2026
Q2 		$306K Buy
13,058
+2,028
+18% +$70.5K 0.01% 1239
2026
Q1 		$394K Buy
11,030
+365
+3% +$12.8K 0.01% 1039
2025
Q4 		$404K Buy
10,665
+6,465
+154% +$315K 0.01% 1005
2025
Q3 		$267K Buy
+4,200
New +$258K 0.01% 1145

Other funds holding BLSH

FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
AWA
Aaron Wealth Advisors Chicago, Illinois $2.04B AUM 32.69% 1-Year Est. Return
WPC
Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
EP
Essential Partners Rancho Santa Fe, California $219M AUM 37.92% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
TWD
True Wealth Design Akron, Ohio $426M AUM 16.34% 1-Year Est. Return
EWP
Elevation Wealth Partners Santa Rosa, California $356M AUM 17.04% 1-Year Est. Return

Independent Financial Group's BLSH Position: Q3 2026 in Review

Independent Financial Group increased its Bullish (BLSH) stake by 63% in Q3 2026, buying an estimated $239K and bringing the position to 21,269 shares worth $742K. The position accounts for 0.01% of the portfolio, ranked #804.

Independent Financial Group first reported a position in BLSH in Q3 2025 and has held it in 5 quarters since. 12 funds tracked by Wall St. Rank hold BLSH as of Q3 2026.

  • Independent Financial Group held 21,269 shares of Bullish worth $742K as of Q3 2026.
  • Independent Financial Group bought 8,211 Bullish shares in Q3 2026, an estimated $239K.
  • Bullish made up 0.01% of Independent Financial Group's portfolio in Q3 2026, its #804 holding.
  • Independent Financial Group first reported a position in Bullish in Q3 2025 and has held it in 5 quarters since.
  • 12 funds tracked by Wall St. Rank held Bullish as of Q3 2026.

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