· Prices AT CLOSE 2026-07-30 (USD) — end-of-day, never a live or intraday quote
Last $9.23Day +1.43%1Y +31.9%Off 52W high −23.1%Vol (1Y) 48.9%
Daily closing price, split-adjusted to the current basis; 3y shown of 1,315 bars on file. Sampled to 240 points — every point is a real close, none averaged. Price return, not total return (dividends excluded). Source marketstack.
| Days to cover1.0d |
Short interest is FINRA semi-monthly, settlement 2026-07-15.
BOLSY is not in the screener universe.
| YTD+16.7% |
| 1Y+31.9% |
| 3Y+2.8% |
| 5Y−7.7% |
| Since incept. (ann.)−1.5% |
Price return through 2026-07-30 · series begins 2021-04-19. Only the windows this history actually covers are shown.
| Ann. volatility (1Y)48.9% |
| Ann. volatility (3Y)47.9% |
| Sharpe (1Y)0.93 |
| Sharpe (3Y)0.26 |
| Max drawdown (1Y)−31.0% |
| Max drawdown (3Y)−51.7% |
| Beta (3Y vs SPY)0.25 |
Daily simple returns, annualized; drawdown is peak-to-trough within the window. Beta is the OLS slope of monthly returns on SPY's over three years. Each figure is labeled by the window it was measured over — they are not comparable across windows.
| Manager | Shares | Value | % sh out | QoQ |
|---|---|---|---|---|
| O'Brien Greene & Co. Inc | 117,900 | $1M | — | +483.7% |
| RHUMBLINE ADVISERS | 25,305 | $272,785 | — | +16.1% |
| GAMMA Investing LLC | 3,088 | $33,289 | — | −3.9% |
| Westside Investment Management, Inc. | 1,396 | $15,216 | — | +0.0% |
| Strive Financial Group ,LLC | 500 | $5,000 | — | new |
| PNC FINANCIAL SERVICES GROUP, INC. | 98 | $1,056 | — | +30.7% |
Reported 13F long positions as filed for 2026-Q1 (change vs 2025-Q4). 13F covers US-listed long equity only — the sum is a LOWER BOUND on institutional ownership, never a total. % of shares outstanding not shown: no SEC cover-page share count falls within 120 days of the 2026-Q1 quarter end, so any percentage would rest on a count that cannot speak for this quarter. Holder share counts are shown as filed.
No reported quarters on file for BOLSY.
