BWL
MITT

Bogart Wealth LLC’s TPG Mortgage Investment Trust MITT Stock Holding History

Bogart Wealth LLC’s Portfolio MITT Stock Details MITT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$24 Hold
3
– – ﹤0.01% 1980
2026
Q1 		$22 Buy
+3
New +$25 ﹤0.01% 1794

Other funds holding MITT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT) London, United Kingdom $108B AUM 37.29% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
TGA
TPG GP A Fort Worth, Texas $5B AUM 58.56% 1-Year Est. Return

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

Bogart Wealth LLC held its TPG Mortgage Investment Trust (MITT) position steady in Q2 2026 at 3 shares worth $24. The position accounts for ﹤0.01% of the portfolio, ranked #1980.

Bogart Wealth LLC first reported a position in MITT in Q1 2026 and has held it in 2 quarters since. 116 funds tracked by Wall St. Rank hold MITT as of Q2 2026.

  • Bogart Wealth LLC held 3 shares of TPG Mortgage Investment Trust worth $24 as of Q2 2026.
  • Bogart Wealth LLC left its TPG Mortgage Investment Trust share count unchanged in Q2 2026.
  • TPG Mortgage Investment Trust made up ﹤0.01% of Bogart Wealth LLC's portfolio in Q2 2026, its #1980 holding.
  • Bogart Wealth LLC first reported a position in TPG Mortgage Investment Trust in Q1 2026 and has held it in 2 quarters since.
  • 116 funds tracked by Wall St. Rank held TPG Mortgage Investment Trust as of Q2 2026.

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