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Regan Floating Rate Mbs shares owned by Concord Wealth Partners

Quarter-by-quarter ownership of Regan Floating Rate Mbs (MBSF) shares owned by Concord Wealth Partners from 13F filings

Historical chart of Concord Wealth Partners investment in Regan Floating Rate Mbs

Tip: Access up to 7 years of quarterly data

All positions including Regan Floating Rate Mbs held by Concord Wealth Partners consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Regan Floating Rate Mbs by Concord Wealth Partners

Quarter filed Position value Share count Share price at filing
2026-06-30 $345k 13k 25.67

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View all positions for Concord Wealth Partners

Top funds holding Regan Floating Rate Mbs

Castleview Partners
State of New Jersey Common Pension Fund D
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Biltmore Family Office
Royal Bank of Canada
Sterneck Capital Management
CWC Advisors
United Asset Strategies
VisionPoint Advisory Group
Exchange Traded Concepts
Apollon Wealth Management
Acorn Wealth Advisors
Camarda Wealth Advisory
Armis Advisers

View all funds holding Regan Floating Rate Mbs