Bogart Wealth LLC
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Bogart Wealth LLC’s Finance of America Companies FOA Stock Holding History

Bogart Wealth LLC’s Portfolio FOA Stock Details FOA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		– Sell
-23
Closed -$633 – 2089
2026
Q2 		$633 Buy
+23
New +$469 ﹤0.01% 1720

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PGCM
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Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 33.83% 1-Year Est. Return
Bank of New York Mellon
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LSV Asset Management
LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return
Ritholtz Wealth Management
Ritholtz Wealth Management New York $6.96B AUM 24% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Bogart Wealth LLC's FOA Position: Q3 2026 in Review

Bogart Wealth LLC sold out of Finance of America Companies (FOA) in Q3 2026, closing a stake of 23 shares — an estimated $633 sold.

Bogart Wealth LLC first reported a position in FOA in Q2 2026 and held it in 1 quarter. The position peaked at $633 in Q2 2026. 33 funds tracked by Wall St. Rank hold FOA as of Q3 2026.

  • Bogart Wealth LLC reported no remaining Finance of America Companies position as of Q3 2026 after selling out during the quarter.
  • Bogart Wealth LLC sold 23 Finance of America Companies shares in Q3 2026, an estimated $633.
  • Bogart Wealth LLC first reported a position in Finance of America Companies in Q2 2026 and held it in 1 quarter.
  • Bogart Wealth LLC's Finance of America Companies position peaked at $633 in Q2 2026.
  • 33 funds tracked by Wall St. Rank held Finance of America Companies as of Q3 2026.

Based on Bogart Wealth LLC's 13F filing for Q3 2026, filed 10 Nov 2026.