JDLA
BLSH

J. Derek Lewis & Associates’s Bullish BLSH Stock Holding History

J. Derek Lewis & Associates’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
Q2 		– Sell
-14,000
Closed -$500K – 237
2026
Q1 		$500K Buy
14,000
+5,200
+59% +$182K 0.11% 102
2025
Q4 		$333K Buy
+8,800
New +$429K 0.08% 126

Other funds holding BLSH

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
SIMG
Stephens Investment Management Group Houston, Texas $9.33B AUM 56.1% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
RIM
Rovida Investment Management Grand Cayman, Cayman Islands $1.47B AUM 142.45% 1-Year Est. Return
IEFM
IQ EQ Fund Management Dublin 2, Ireland $1.57B AUM 40.42% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

J. Derek Lewis & Associates's BLSH Position: Q2 2026 in Review

J. Derek Lewis & Associates sold out of Bullish (BLSH) in Q2 2026, closing a stake of 14,000 shares — an estimated $500K sold.

J. Derek Lewis & Associates first reported a position in BLSH in Q4 2025 and held it in 2 quarters. The position peaked at $500K in Q1 2026. 63 funds tracked by Wall St. Rank hold BLSH as of Q2 2026.

  • J. Derek Lewis & Associates reported no remaining Bullish position as of Q2 2026 after selling out during the quarter.
  • J. Derek Lewis & Associates sold 14,000 Bullish shares in Q2 2026, an estimated $500K.
  • J. Derek Lewis & Associates first reported a position in Bullish in Q4 2025 and held it in 2 quarters.
  • J. Derek Lewis & Associates's Bullish position peaked at $500K in Q1 2026.
  • 63 funds tracked by Wall St. Rank held Bullish as of Q2 2026.

Based on J. Derek Lewis & Associates's 13F filing for Q2 2026, filed 31 Jul 2026.