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EP Wealth Advisors, LLCMBMBSF
EP Wealth Advisors, LLCMBMBSF4 quarters
Position history for EP Wealth Advisors, LLC's holdings in VALUED ADVISERS TR
Yes. EP Wealth Advisors holds 8,401 shares of MBSF, worth $215,696, as of its Q2 2026 13F filing. It opened the position in Q2 2026.
Current Value
$215,696
Current Shares
8,401
Total Value Change
-$3.3M
Total Shares Change
-130,203
Quarter-by-Quarter History
Other major holders of MBSF: State of New Jersey Common Pension Fund D, Orion Portfolio Solutions, LLC, Royal Bank of Canada, Exchange Traded Concepts, LLC