BWL
ALOY

Bogart Wealth LLC’s REalloys Inc ALOY Stock Holding History

Bogart Wealth LLC’s Portfolio ALOY Stock Details ALOY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$89K Buy
6,161
+1,011
+20% +$11.5K ﹤0.01% 401
2026
Q1 		$50.3K Buy
+5,150
New +$65.9K ﹤0.01% 493

Other funds holding ALOY

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
DKCM
Davidson Kempner Capital Management New York $8.42B AUM 61.81% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
GCM
Ghisallo Capital Management Boston, Massachusetts $5.1B AUM 39.13% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Bogart Wealth LLC's ALOY Position: Q2 2026 in Review

Bogart Wealth LLC increased its REalloys Inc (ALOY) stake by 20% in Q2 2026, buying an estimated $11.5K and bringing the position to 6,161 shares worth $89K. The position accounts for ﹤0.01% of the portfolio, ranked #401.

Bogart Wealth LLC first reported a position in ALOY in Q1 2026 and has held it in 2 quarters since. 106 funds tracked by Wall St. Rank hold ALOY as of Q2 2026.

  • Bogart Wealth LLC held 6,161 shares of REalloys Inc worth $89K as of Q2 2026.
  • Bogart Wealth LLC bought 1,011 REalloys Inc shares in Q2 2026, an estimated $11.5K.
  • REalloys Inc made up ﹤0.01% of Bogart Wealth LLC's portfolio in Q2 2026, its #401 holding.
  • Bogart Wealth LLC first reported a position in REalloys Inc in Q1 2026 and has held it in 2 quarters since.
  • 106 funds tracked by Wall St. Rank held REalloys Inc as of Q2 2026.

Based on Bogart Wealth LLC's 13F filing for Q2 2026, filed 24 Jul 2026.