Bogart Wealth LLC’s SiriusPoint SPNT Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$120	Hold	5	–	–	﹤0.01%	1927
2026 Q1	$108	Buy	+5	New	+$103	﹤0.01%	1736

Other funds holding SPNT

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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Donald Smith & Co New York $5.65B AUM 47.79% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

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

Bogart Wealth LLC held its SiriusPoint (SPNT) position steady in Q2 2026 at 5 shares worth $120. The position accounts for ﹤0.01% of the portfolio, ranked #1927.

Bogart Wealth LLC first reported a position in SPNT in Q1 2026 and has held it in 2 quarters since. 253 funds tracked by Wall St. Rank hold SPNT as of Q2 2026.

Bogart Wealth LLC held 5 shares of SiriusPoint worth $120 as of Q2 2026.
Bogart Wealth LLC left its SiriusPoint share count unchanged in Q2 2026.
SiriusPoint made up ﹤0.01% of Bogart Wealth LLC's portfolio in Q2 2026, its #1927 holding.
Bogart Wealth LLC first reported a position in SiriusPoint in Q1 2026 and has held it in 2 quarters since.
253 funds tracked by Wall St. Rank held SiriusPoint as of Q2 2026.

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