Bogart Wealth LLC’s WesBanco WSBC Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-1	Closed	-$31	–	1549
2025 Q1	$31	Sell	1 -85	-99%	-$2.84K	﹤0.01%	1393
2024 Q4	$2.8K	Buy	+86	New	+$2.85K	﹤0.01%	1027

Other funds holding WSBC

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

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

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

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

Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return

Verition Fund Management Greenwich, Connecticut $19.7B AUM 39.39% 1-Year Est. Return

EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Bogart Wealth LLC's WSBC Position: Q2 2025 in Review

Bogart Wealth LLC sold out of WesBanco (WSBC) in Q2 2025, closing a stake of 1 share — an estimated $31 sold.

Bogart Wealth LLC first reported a position in WSBC in Q4 2024 and held it in 2 quarters. The position peaked at $2.8K in Q4 2024. 302 funds tracked by Wall St. Rank hold WSBC as of Q2 2025.

Bogart Wealth LLC reported no remaining WesBanco position as of Q2 2025 after selling out during the quarter.
Bogart Wealth LLC sold 1 WesBanco share in Q2 2025, an estimated $31.
Bogart Wealth LLC first reported a position in WesBanco in Q4 2024 and held it in 2 quarters.
Bogart Wealth LLC's WesBanco position peaked at $2.8K in Q4 2024.
302 funds tracked by Wall St. Rank held WesBanco as of Q2 2025.

Based on Bogart Wealth LLC's 13F filing for Q2 2025, filed 30 Jul 2025.