MBSF
Valued Advisers TrustNYSE
Updated 1 day ago
Coverage limited
$25.43-0.27%
Close Oct 13, 2026
- Market cap
- —
- 1 month
- -0.7%
- 3 months
- -0.9%
- 1 year
- -0.5%
- 52-week range
- $25.36$25.81
- Dividend, last 12 mo
- $1.0923 · 4.30% yield
- Last ex-date
- Sep 28, 2026 · $0.081
- Dividend growth
- 1+ year in a row
- Short interest
- 16.7K sharessettled Sep 30, 2026 · +87.5% since Sep 15, 2026 · FINRA
End-of-day close from stored market data, not a live quote.
Portfolio context
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No upcoming ex-dividend date announced
No 8-K filings in the last 30 days.
Smart money context
Holder IQ: UNKNOWN
2 top institutions tracked
as of 2026-Q2 (filed 2026-08-14)
Last 13F trend: accumulating (heavy)
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Sentiment: unknown
No recent insider trades detected.
Red flags: 0
Largest 13-F holders · Q2 2026
70 filers reported a long position in MBSF for Q2 2026. 13-F holdings are filed up to 45 days after the quarter ends.
| Holder | Value | Shares | Shares vs Q1 2026 |
|---|---|---|---|
| Castleview Partners, LLC | $25.4M | 989K | +0.2% |
| State of New Jersey Common Pension Fund D | $15.4M | 600K | +200% |
| CREATIVE FINANCIAL DESIGNS INC /ADV | $11.6M | 452.5K | +29.4% |
| United Asset Strategies, Inc. | $10.9M | 424.5K | +137% |
| Auour Investments LLC | $8.7M | 340.6K | +11.1% |
| Biltmore Family Office, LLC | $6.5M | 251.8K | -4.7% |
| ROYAL BANK OF CANADA | $6.2M | 241.3K | -3.2% |
| CWC Advisors, LLC. | $5.4M | 211.4K | +3.3% |
| Sterneck Capital Management, LLC | $5.3M | 205.5K | +1.8% |
| Apollon Wealth Management, LLC | $4.5M | 176.5K | +5.4% |
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