Toth Financial Advisory
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Toth Financial Advisory’s Bowman Consulting BWMN Stock Holding History

Toth Financial Advisory’s Portfolio BWMN Stock Details BWMN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		– Sell
-230
Closed -$6.72K – 1037
2026
Q2 		$6.72K Hold
230
– – ﹤0.01% 627
2026
Q1 		$6.54K Hold
230
– – ﹤0.01% 611
2025
Q4 		$7.6K Buy
+230
New +$8.72K ﹤0.01% 591

Other funds holding BWMN

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Prosperity Capital Advisors
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Byrne Asset Management
Byrne Asset Management Kingston, New Jersey $179M AUM 29.67% 1-Year Est. Return
State of Alaska Department of Revenue
State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return
Fortitude Family Office
Fortitude Family Office Scottsdale, Arizona $586M AUM 20.58% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
GAMMA Investing
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
Versant Capital Management
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
Moisand Fitzgerald Tamayo
Moisand Fitzgerald Tamayo Orlando, Florida $995M AUM 13.19% 1-Year Est. Return
PWMG
Private Wealth Management Group Princeton, New Jersey $445M AUM 13.54% 1-Year Est. Return

Toth Financial Advisory's BWMN Position: Q3 2026 in Review

Toth Financial Advisory sold out of Bowman Consulting (BWMN) in Q3 2026, closing a stake of 230 shares — an estimated $6.72K sold.

Toth Financial Advisory first reported a position in BWMN in Q4 2025 and held it in 3 quarters. The position peaked at $7.6K in Q4 2025. 15 funds tracked by Wall St. Rank hold BWMN as of Q3 2026.

  • Toth Financial Advisory reported no remaining Bowman Consulting position as of Q3 2026 after selling out during the quarter.
  • Toth Financial Advisory sold 230 Bowman Consulting shares in Q3 2026, an estimated $6.72K.
  • Toth Financial Advisory first reported a position in Bowman Consulting in Q4 2025 and held it in 3 quarters.
  • Toth Financial Advisory's Bowman Consulting position peaked at $7.6K in Q4 2025.
  • 15 funds tracked by Wall St. Rank held Bowman Consulting as of Q3 2026.

Based on Toth Financial Advisory's 13F filing for Q3 2026, filed 8 Oct 2026.