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SHP Wealth Management’s Bullfrog AI BFRG Stock Holding History

SHP Wealth Management’s Portfolio BFRG Stock Details BFRG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$168 Buy
+100
New +$65 ﹤0.01% 1741

Other funds holding BFRG

JSSH
J. Safra Sarasin Holding $6.97B AUM 32.91% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
FFG
Fortem Financial Group Palm Desert, California $490M AUM 60.73% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $31.4B AUM 31.97% 1-Year Est. Return
CW
CreativeOne Wealth Overland Park, Kansas $4.31B AUM 19.42% 1-Year Est. Return
VFT
Vanguard Fiduciary Trust Malvern, Pennsylvania $396B AUM
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
SRL
Scientech Research LLC Jersey City, New Jersey $120M AUM 73.62% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

SHP Wealth Management's BFRG Position: Q1 2026 in Review

SHP Wealth Management opened a new position in Bullfrog AI (BFRG) in Q1 2026: 100 shares worth $168. The stake represents ﹤0.01% of the portfolio and ranks #1741 among its holdings.

19 funds tracked by Wall St. Rank hold BFRG as of Q1 2026.

  • SHP Wealth Management held 100 shares of Bullfrog AI worth $168 as of Q1 2026.
  • Bullfrog AI was a new SHP Wealth Management position in Q1 2026.
  • Bullfrog AI made up ﹤0.01% of SHP Wealth Management's portfolio in Q1 2026, its #1741 holding.
  • 19 funds tracked by Wall St. Rank held Bullfrog AI as of Q1 2026.

Based on SHP Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.