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
Q1 		$26 Buy
16
+2
+14% +$3 ﹤0.01% 1791
2025
Q4 		$23 Hold
14
– – ﹤0.01% 1575
2025
Q3 		$30 Hold
14
– – ﹤0.01% 1518
2025
Q2 		$11 Hold
14
– – ﹤0.01% 1445
2025
Q1 		$11 Hold
14
– – ﹤0.01% 1399
2024
Q4 		$14 Hold
14
– – ﹤0.01% 1335
2024
Q3 		$18 Hold
14
– – ﹤0.01% 1122
2024
Q2 		$28 Hold
14
– – ﹤0.01% 1107
2024
Q1 		$44 Buy
+14
New +$30 ﹤0.01% 1063

Other funds holding MBAI

UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $152B AUM 31.61% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AF
Aviso Financial Toronto, Ontario, Canada $2.82B AUM 24.96% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
SS
SBI Securities Tokyo, Japan $3.65B AUM 41.88% 1-Year Est. Return
EWA
EverSource Wealth Advisors Birmingham, Alabama $3.27B AUM 23.66% 1-Year Est. Return
JFA
JNBA Financial Advisors Bloomington, Minnesota $1.2B AUM 20.2% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return