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Regan Floating Rate Mbs shares owned by EP Wealth Advisors

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

Historical chart of EP Wealth Advisors investment in Regan Floating Rate Mbs

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Regan Floating Rate Mbs by EP Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-12-31 $215k 8.4k 25.64
2025-06-30 $3.5M 139k 25.52

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Top funds holding Regan Floating Rate Mbs

Castleview Partners
WealthPlan Investment Management
VisionPoint Advisory Group
Auour Investments
Biltmore Family Office
Diesslin Group
CWC Advisors
State of New Jersey Common Pension Fund D
Sterneck Capital Management
Exchange Traded Concepts
Camarda Wealth Advisory
Feltz Wealth PLAN
United Asset Strategies
Apollon Wealth Management
Acorn Wealth Advisors

View all funds holding Regan Floating Rate Mbs