BWL
MBAI

Bogart Wealth LLC’s Check-Cap MBAI Stock Holding History

Bogart Wealth LLC’s Portfolio MBAI Stock Details MBAI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$20 Hold
2
– – ﹤0.01% 1982
2026
Q1 		$26 Hold
2
– – ﹤0.01% 1791
2025
Q4 		$23 Hold
2
– – ﹤0.01% 1575
2025
Q3 		$30 Hold
2
– – ﹤0.01% 1518
2025
Q2 		$11 Hold
2
– – ﹤0.01% 1445
2025
Q1 		$11 Hold
2
– – ﹤0.01% 1399
2024
Q4 		$14 Hold
2
– – ﹤0.01% 1335
2024
Q3 		$18 Hold
2
– – ﹤0.01% 1122
2024
Q2 		$28 Hold
2
– – ﹤0.01% 1107
2024
Q1 		$44 Buy
+2
New +$30 ﹤0.01% 1063

Other funds holding MBAI

Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return
XT
XTX Topco George Town, Cayman Islands $7.72B AUM 32.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
SS
SBI Securities Tokyo, Japan $4.4B AUM 74.26% 1-Year Est. Return
JFA
JNBA Financial Advisors Bloomington, Minnesota $1.32B AUM 24.95% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

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

Bogart Wealth LLC held its Check-Cap (MBAI) position steady in Q2 2026 at 2 shares worth $20. The position accounts for ﹤0.01% of the portfolio, ranked #1982.

Bogart Wealth LLC first reported a position in MBAI in Q1 2024 and has held it in 10 quarters since. The position peaked at $44 in Q1 2024. 11 funds tracked by Wall St. Rank hold MBAI as of Q2 2026.

  • Bogart Wealth LLC held 2 shares of Check-Cap worth $20 as of Q2 2026.
  • Bogart Wealth LLC left its Check-Cap share count unchanged in Q2 2026.
  • Check-Cap made up ﹤0.01% of Bogart Wealth LLC's portfolio in Q2 2026, its #1982 holding.
  • Bogart Wealth LLC first reported a position in Check-Cap in Q1 2024 and has held it in 10 quarters since.
  • Bogart Wealth LLC's Check-Cap position peaked at $44 in Q1 2024.
  • 11 funds tracked by Wall St. Rank held Check-Cap as of Q2 2026.

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