Bogart Wealth LLC’s Tiptree Inc TIPT Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$251	Hold	14	–	–	﹤0.01%	1887
2026 Q1	$237	Buy	+14	New	+$240	﹤0.01%	1691

Other funds holding TIPT

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

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

VCM

Veradace Capital Management Dallas, Texas $132M AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Gabelli Funds Rye, New York $15.7B AUM 36.4% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

KCM

Kennedy Capital Management St Louis, Missouri $5.65B AUM 61.31% 1-Year Est. Return

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

Bogart Wealth LLC held its Tiptree Inc (TIPT) position steady in Q2 2026 at 14 shares worth $251. The position accounts for ﹤0.01% of the portfolio, ranked #1887.

Bogart Wealth LLC first reported a position in TIPT in Q1 2026 and has held it in 2 quarters since. 140 funds tracked by Wall St. Rank hold TIPT as of Q2 2026.

Bogart Wealth LLC held 14 shares of Tiptree Inc worth $251 as of Q2 2026.
Bogart Wealth LLC left its Tiptree Inc share count unchanged in Q2 2026.
Tiptree Inc made up ﹤0.01% of Bogart Wealth LLC's portfolio in Q2 2026, its #1887 holding.
Bogart Wealth LLC first reported a position in Tiptree Inc in Q1 2026 and has held it in 2 quarters since.
140 funds tracked by Wall St. Rank held Tiptree Inc as of Q2 2026.

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