Bogart Wealth »

Sound Finl Ban shares owned by Bogart Wealth

Quarter-by-quarter ownership of Sound Finl Ban (SFBC) shares owned by Bogart Wealth from 13F filings

Historical chart of Bogart Wealth investment in Sound Finl Ban

Tip: Access up to 7 years of quarterly data

All positions including Sound Finl Ban held by Bogart Wealth consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Sound Finl Ban by Bogart Wealth

Quarter filed Position value Share count Share price at filing
2026-06-30 $516 12 43.08

More positions owned by Bogart Wealth

Vanguard S&p 500 Etf Etf (VOO)
Ishares Msci Acwi Etf Etf (ACWI)
Exxonmobil Holdings Corp Stock
Capital Group Dividend Value Etf Etf (CGDV)
Vanguard Total Bond Market Etf Etf (BND)
Jpmorgan International Research Enhanced Equity Etf Etf (JIRE)
Victoryshares Core Intermediate Bond Etf Etf (UITB)
Columbia Research Enhanced Core Etf Etf (RECS)
Invesco Nasdaq 100 Etf Etf (QQQM)
Jpmorgan Core Plus Bond Etf Etf (JCPB)
Schwab Fundamental Emerging Markets Equity Etf Etf (FNDE)
Invesco S&p 500 Top 50 Etf Etf (XLG)
Vanguard Total International Stock Etf Etf (VXUS)
Ishares 7-10 Year Treasury Bond Etf Etf (IEF)
Vanguard Ftse Developed Markets Etf Etf (VEA)

View all positions for Bogart Wealth

Top funds holding Sound Finl Ban

Stilwell Value
Alliancebernstein
Graham Capital Wealth Management
Vanguard Capital Management
BlackRock
Kennedy Capital Management
Geode Capital Management
Pacific Sage Partners
Oppenheimer & Close
State Street Corporation
Dimensional Fund Advisors
Northern Trust
Financial Insights
Goldman Sachs Group
Vanguard Portfolio Management

View all funds holding Sound Finl Ban