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MBSFMBSF
4 quarters

Position history for EP Wealth Advisors, LLCEP Wealth Advisors, LLC's holdings in VALUED ADVISERS TR

EP Wealth Advisors, LLC holds 8,401 shares of MBSF (VALUED ADVISERS TR), worth $215,696 as of 2026-Q2. This is a new position. MBSF represents 0.0% of EP Wealth Advisors, LLC's portfolio.

Current Value

$215,696

Current Shares

8,401

Total Value Change

-$3.3M

Total Shares Change

-130,203

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
New
8,401
-
$215,6960.0%$25.58
32
2026-Q1
Exited
0
-100.0%
$00.0%$25.16
0
2025-Q4
Decreased
8,401
-93.9%
$215,4420.0%$25.05
0
2025-Q2
New
138,604
-
$3.5M0.0%$24.31
37

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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