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MBSFMBSF
2 quarters

Position history for MAI Capital ManagementMAI Capital Management's holdings in VALUED ADVISERS TR

MAI Capital Management holds 49,796 shares of MBSF (VALUED ADVISERS TR), worth $1.3M as of 2026-Q2. The position was increased (+182.2% shares). MBSF represents 0.0% of MAI Capital Management's portfolio.

Current Value

$1.3M

Current Shares

49,796

Total Value Change

+$828,389

Total Shares Change

+32,151

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
49,796
+182.2%
$1.3M0.0%$25.58
41
2026-Q1
New
17,645
-
$450,1240.0%$25.16
33

Other major holders of MBSF: State of New Jersey Common Pension Fund D, Orion Porfolio Solutions, LLC, ROYAL BANK OF CANADA, EXCHANGE TRADED CONCEPTS, LLC

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