MBSF · Insider trading · 13F holders · Congress trades
Valued Advisers Tr (MBSF)
Who is buying and selling MBSF: company insiders on SEC Form 4, hedge funds and superinvestors on Form 13F, and members of Congress under the STOCK Act. Every figure links to the filing or page it comes from.
- 13F filers holding
- 14
- Insider buys, 90 days
- $0
- Insider sales, 90 days
- $0
- Congress trades, 12 months
- 0
MBSF at a glance
- No open-market insider purchases or sales of MBSF were filed in the last 90 days.
- 14 13F filers hold MBSF among their 50 largest positions, worth $86.8M combined. The biggest bets by portfolio weight are Castleview Partners, LLC (10.6%), Auour Investments LLC (2.5%) and Sterneck Capital Management, LLC (2.3%). In their latest 13Fs, 0 managers opened a new position and 3 added to one.
- No member of Congress has disclosed a trade in MBSF.
MBSF insider trading
No open-market insider purchases or sales of MBSF were filed in the last 90 days.
Who owns MBSF? Hedge funds and superinvestors
14 13F filers hold MBSF among their 50 largest positions, worth $86.8M combined. The biggest bets by portfolio weight are Castleview Partners, LLC (10.6%), Auour Investments LLC (2.5%) and Sterneck Capital Management, LLC (2.3%). In their latest 13Fs, 0 managers opened a new position and 3 added to one.
| Manager | % of portfolio | Value | Shares | Last quarter | 13F |
|---|---|---|---|---|---|
| Castleview Partners, LLCWealth manager | 10.6% | $24.2M | 952,133 | -3.7% shares | Q3 2026 |
| Creative Financial Designs Inc /advInvestment manager | 0.6% | $11.6M | 452,508 | +29.4% shares | Q2 2026 |
| United Asset Strategies, Inc.Wealth manager | 0.8% | $10.9M | 430,420 | +1.4% shares | Q3 2026 |
| Auour Investments LLCWealth manager | 2.5% | $8.9M | 349,653 | +2.7% shares | Q3 2026 |
| Biltmore Family Office, LLCWealth manager | 0.8% | $6.5M | 251,828 | -4.7% shares | Q2 2026 |
| Sterneck Capital Management, LLCWealth manager | 2.3% | $5.3M | 205,476 | +1.8% shares | Q2 2026 |
| Balefire, LLCWealth manager | 0.6% | $3.7M | 145,671 | -14.4% shares | Q3 2026 |
| CWC Advisors, LLC.Asset manager | 1.7% | $3.6M | 142,375 | -32.7% shares | Q3 2026 |
| Acorn Wealth Advisors, LLCWealth manager | 0.8% | $3.3M | 129,639 | +3.2% shares | Q3 2026 |
| Camarda Financial Advisors, LLCWealth manager | 1.0% | $3.2M | 123,227 | +3.1% shares | Q2 2026 |
| BlackDiamond Wealth Management, LLCWealth manager | 1.0% | $2.5M | 97,787 | +22.5% shares | Q2 2026 |
| WESPAC Advisors, LLCInstitutional asset manager | 1.0% | $1.9M | 75,859 | +0.0% shares | Q3 2026 |
| Commerce Advisors, LLCWealth manager | 0.4% | $782K | 30,792 | +16.0% shares | Q3 2026 |
| Diesslin Group, Inc.Wealth manager | 0.2% | $432K | 16,997 | -15.4% shares | Q3 2026 |
Each manager counts with its latest 13F (Q3 2026: 9, Q2 2026: 5). Screen MBSF in the grand portfolio →
MBSF stock trades by members of Congress
No member of Congress has disclosed a trade in MBSF.
MBSF questions and answers
Are insiders buying MBSF stock?
No open-market insider purchases or sales of MBSF were filed in the last 90 days.
Which hedge funds own MBSF?
14 13F filers hold MBSF among their 50 largest positions, worth $86.8M combined. The biggest bets by portfolio weight are Castleview Partners, LLC (10.6%), Auour Investments LLC (2.5%) and Sterneck Capital Management, LLC (2.3%). In their latest 13Fs, 0 managers opened a new position and 3 added to one.
Has Congress traded MBSF?
No member of Congress has disclosed a trade in MBSF.
Who is the largest holder of MBSF?
Among 13F filers, Castleview Partners, LLC reports the largest MBSF position, $24.2M (952,133 shares) in its Q3 2026 13F. The biggest bet by portfolio weight is Castleview Partners, LLC's: 10.6% of its portfolio.
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