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Bogart Wealth LLC’s NI Holdings NODK Stock Holding History

Bogart Wealth LLC’s Portfolio NODK Stock Details NODK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$566 Buy
+36
New +$503 ﹤0.01% 1756

Other funds holding NODK

MI
M3F Inc Salt Lake City, Utah $422M AUM 42.84% 1-Year Est. Return
NM
Newtyn Management New York $801M AUM 23.14% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
MA
Minerva Advisors Bala Cynwyd, Pennsylvania $158M AUM 42.05% 1-Year Est. Return
TG
TCW Group Los Angeles, California $14.9B AUM 46.29% 1-Year Est. Return

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

Bogart Wealth LLC opened a new position in NI Holdings (NODK) in Q2 2026: 36 shares worth $566. The stake represents ﹤0.01% of the portfolio and ranks #1756 among its holdings.

79 funds tracked by Wall St. Rank hold NODK as of Q2 2026.

  • Bogart Wealth LLC held 36 shares of NI Holdings worth $566 as of Q2 2026.
  • NI Holdings was a new Bogart Wealth LLC position in Q2 2026.
  • NI Holdings made up ﹤0.01% of Bogart Wealth LLC's portfolio in Q2 2026, its #1756 holding.
  • 79 funds tracked by Wall St. Rank held NI Holdings as of Q2 2026.

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