BWL
TIGR

Bogart Wealth LLC’s UP Fintech Holding TIGR Stock Holding History

Bogart Wealth LLC’s Portfolio TIGR Stock Details TIGR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$8.22K Hold
1,868
– – ﹤0.01% 1056
2026
Q1 		$11.8K Hold
1,868
– – ﹤0.01% 870
2025
Q4 		$17.9K Hold
1,868
– – ﹤0.01% 713
2025
Q3 		$19.9K Buy
+1,868
New +$20K ﹤0.01% 664

Other funds holding TIGR

AT
Avenir Tech Hong Kong $671M AUM 36.63% 1-Year Est. Return
S2L
Sparta 24 Ltd Tirat Hacarmel, Israel $109M AUM 16.57% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
QOP
Quinn Opportunity Partners Charlottesville, Virginia $2.16B AUM 28.56% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

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

Bogart Wealth LLC held its UP Fintech Holding (TIGR) position steady in Q2 2026 at 1,868 shares worth $8.22K. The position accounts for ﹤0.01% of the portfolio, ranked #1056.

Bogart Wealth LLC first reported a position in TIGR in Q3 2025 and has held it in 4 quarters since. The position peaked at $19.9K in Q3 2025. 117 funds tracked by Wall St. Rank hold TIGR as of Q2 2026.

  • Bogart Wealth LLC held 1,868 shares of UP Fintech Holding worth $8.22K as of Q2 2026.
  • Bogart Wealth LLC left its UP Fintech Holding share count unchanged in Q2 2026.
  • UP Fintech Holding made up ﹤0.01% of Bogart Wealth LLC's portfolio in Q2 2026, its #1056 holding.
  • Bogart Wealth LLC first reported a position in UP Fintech Holding in Q3 2025 and has held it in 4 quarters since.
  • Bogart Wealth LLC's UP Fintech Holding position peaked at $19.9K in Q3 2025.
  • 117 funds tracked by Wall St. Rank held UP Fintech Holding as of Q2 2026.

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