Bogart Wealth LLC’s Bentley Systems BSY Stock Holding History

Bogart Wealth LLC’s Portfolio BSY Stock Details BSY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$14.7K	Buy	492 +491	+49,100%	+$16K	﹤0.01%	892
2026 Q1	$35	Sell	1 -12	-92%	-$441	﹤0.01%	1784
2025 Q4	$496	Hold	13	–	–	﹤0.01%	1476
2025 Q3	$669	Hold	13	–	–	﹤0.01%	1346
2025 Q2	$702	Hold	13	–	–	﹤0.01%	1269
2025 Q1	$511	Hold	13	–	–	﹤0.01%	1273
2024 Q4	$607	Buy	+13	New	+$634	﹤0.01%	1258
2023 Q2	–	Sell	-75	Closed	-$3.5K	–	1057
2023 Q1	$3.22K	Hold	75	–	–	﹤0.01%	819
2022 Q4	$2.77K	Sell	75 -249	-77%	-$9.03K	﹤0.01%	762
2022 Q3	$10K	Buy	324 +249	+332%	+$9.1K	﹤0.01%	534
2022 Q2	$2K	Hold	75	–	–	﹤0.01%	760
2022 Q1	$3K	Buy	75 +25	+50%	+$997	﹤0.01%	625
2021 Q4	$2K	Hold	50	–	–	﹤0.01%	640
2021 Q3	$3K	Hold	50	–	–	﹤0.01%	583
2021 Q2	$3K	Hold	50	–	–	﹤0.01%	561
2021 Q1	$2K	Hold	50	–	–	﹤0.01%	543
2020 Q4	$2K	Buy	+50	New	+$1.77K	﹤0.01%	399

Other funds holding BSY

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Norges Bank Oslo, Norway $1T AUM

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

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

Bogart Wealth LLC increased its Bentley Systems (BSY) stake by 49,100% in Q2 2026, buying an estimated $16K and bringing the position to 492 shares worth $14.7K. The position accounts for ﹤0.01% of the portfolio, ranked #892.

Bogart Wealth LLC first reported a position in BSY in Q4 2020 and has held it in 17 quarters since. 398 funds tracked by Wall St. Rank hold BSY as of Q2 2026.

Bogart Wealth LLC held 492 shares of Bentley Systems worth $14.7K as of Q2 2026.
Bogart Wealth LLC bought 491 Bentley Systems shares in Q2 2026, an estimated $16K.
Bentley Systems made up ﹤0.01% of Bogart Wealth LLC's portfolio in Q2 2026, its #892 holding.
Bogart Wealth LLC first reported a position in Bentley Systems in Q4 2020 and has held it in 17 quarters since.
398 funds tracked by Wall St. Rank held Bentley Systems as of Q2 2026.

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