Bogart Wealth LLC’s Ramaco Resources Class B METCB Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$5.51K	Sell	644 -1	-0.2%	-$10	﹤0.01%	1175
2026 Q1	$6.5K	Sell	645 -1	-0.2%	-$12	﹤0.01%	1000
2025 Q4	$7.39K	Sell	646 -1	-0.2%	-$14	﹤0.01%	919
2025 Q3	$10.5K	Hold	647	–	–	﹤0.01%	824
2025 Q2	$5.02K	Hold	647	–	–	﹤0.01%	937
2025 Q1	$4.37K	Hold	647	–	–	﹤0.01%	924
2024 Q4	$6.07K	Hold	647	–	–	﹤0.01%	845
2024 Q3	$6.46K	Hold	647	–	–	﹤0.01%	781
2024 Q2	$6.52K	Hold	647	–	–	﹤0.01%	734
2024 Q1	$7.53K	Buy	+647	New	+$7.43K	﹤0.01%	690

Other funds holding METCB

SIC

Samalin Investment Counsel Chappaqua, New York $320M AUM 20.87% 1-Year Est. Return

WCM

Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return

BAM

Byrne Asset Management Kingston, New Jersey $185M AUM 41.05% 1-Year Est. Return

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

BNA

BankChampaign National Association Champaign, Illinois $130M AUM

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

MPWT

MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return

KFP

Kerr Financial Planning Fresno, California $89.6M AUM 72.71% 1-Year Est. Return

SIM

Sims Investment Management Cincinnati, Ohio $323M AUM 24.58% 1-Year Est. Return

FWA

Flagship Wealth Advisors Wakefield, Massachusetts $447M AUM 25.09% 1-Year Est. Return

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

Bogart Wealth LLC reduced its Ramaco Resources Class B (METCB) stake by 0.16% in Q2 2026, selling an estimated $10 and leaving 644 shares worth $5.51K. The position accounts for ﹤0.01% of the portfolio, ranked #1175.

Bogart Wealth LLC first reported a position in METCB in Q1 2024 and has held it in 10 quarters since. The position peaked at $10.5K in Q3 2025. 13 funds tracked by Wall St. Rank hold METCB as of Q2 2026.

Bogart Wealth LLC held 644 shares of Ramaco Resources Class B worth $5.51K as of Q2 2026.
Bogart Wealth LLC sold 1 Ramaco Resources Class B share in Q2 2026, an estimated $10.
Ramaco Resources Class B made up ﹤0.01% of Bogart Wealth LLC's portfolio in Q2 2026, its #1175 holding.
Bogart Wealth LLC first reported a position in Ramaco Resources Class B in Q1 2024 and has held it in 10 quarters since.
Bogart Wealth LLC's Ramaco Resources Class B position peaked at $10.5K in Q3 2025.
13 funds tracked by Wall St. Rank held Ramaco Resources Class B as of Q2 2026.

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