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MBSFMBSF
7 quarters

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

NewEdge Advisors, LLC holds 101,884 shares of MBSF (VALUED ADVISERS TR), worth $2.6M as of 2026-Q2. The position was increased (+9.7% shares). MBSF represents 0.0% of NewEdge Advisors, LLC's portfolio.

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%$25.58
29
2026-Q1
Increased
92,877
+29.9%
$2.4M0.0%$25.16
33
2025-Q4
Increased
71,517
+21.0%
$1.8M0.0%$25.05
31
2025-Q3
Increased
59,094
+6.4%
$1.5M0.0%$24.56
27
2025-Q2
Increased
55,528
+35.8%
$1.4M0.0%$24.31
33
2025-Q1
Increased
40,884
+83.6%
$1M0.0%$23.97
39
2024-Q4
New
22,268
-
$565,6070.0%$23.66
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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