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Marshall & Sterling Wealth Advisors’s Bumble BMBL Stock Holding History

Marshall & Sterling Wealth Advisors’s Portfolio BMBL Stock Details BMBL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$163 Hold
50
– – ﹤0.01% 337
2025
Q4 		$179 Hold
50
– – ﹤0.01% 332
2025
Q3 		$305 Hold
50
– – ﹤0.01% 631
2025
Q2 		$330 Buy
+50
New +$252 ﹤0.01% 615

Other funds holding BMBL

Blackstone Inc
Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
SCM
Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return
AGFVA
Accel Growth Fund V Associates Palo Alto, California $81.7M AUM 29.05% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Marshall & Sterling Wealth Advisors's BMBL Position: Q1 2026 in Review

Marshall & Sterling Wealth Advisors held its Bumble (BMBL) position steady in Q1 2026 at 50 shares worth $163. The position accounts for ﹤0.01% of the portfolio, ranked #337.

Marshall & Sterling Wealth Advisors first reported a position in BMBL in Q2 2025 and has held it in 4 quarters since. The position peaked at $330 in Q2 2025. 213 funds tracked by Wall St. Rank hold BMBL as of Q1 2026.

  • Marshall & Sterling Wealth Advisors held 50 shares of Bumble worth $163 as of Q1 2026.
  • Marshall & Sterling Wealth Advisors left its Bumble share count unchanged in Q1 2026.
  • Bumble made up ﹤0.01% of Marshall & Sterling Wealth Advisors's portfolio in Q1 2026, its #337 holding.
  • Marshall & Sterling Wealth Advisors first reported a position in Bumble in Q2 2025 and has held it in 4 quarters since.
  • Marshall & Sterling Wealth Advisors's Bumble position peaked at $330 in Q2 2025.
  • 213 funds tracked by Wall St. Rank held Bumble as of Q1 2026.

Based on Marshall & Sterling Wealth Advisors's 13F filing for Q1 2026, filed 7 May 2026.