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MBMBSF
7 quarters

Position history for NewEdge Advisors, LLCNewEdge Advisors, LLC's holdings in VALUED ADVISERS TR

Yes. Newedge Group holds 101,884 shares of MBSF, worth $2.6M, as of its Q2 2026 13F filing. It increased the position by 9,007 shares (+9.7%) from Q1 2026. Newedge Group has held MBSF since Q4 2024, across 7 quarterly 13F filings.

Current Value

$2.6M

Current Shares

101,884

Total Value Change

+$2.1M

Total Shares Change

+79,616

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
101,884
+9.7%
$2.6M0.0%$25.34
29
2026-Q1
Increased
92,877
+29.9%
$2.4M0.0%$24.92
33
2025-Q4
Increased
71,517
+21.0%
$1.8M0.0%$24.81
31
2025-Q3
Increased
59,094
+6.4%
$1.5M0.0%$24.33
27
2025-Q2
Increased
55,528
+35.8%
$1.4M0.0%$24.08
33
2025-Q1
Increased
40,884
+83.6%
$1M0.0%$23.74
39
2024-Q4
New
22,268
-
$565,6070.0%$23.44
34

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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