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Regan Floating Rate Mbs shares owned by OneAscent Financial Services

Quarter-by-quarter ownership of Regan Floating Rate Mbs (MBSF) shares owned by OneAscent Financial Services from 13F filings

Historical chart of OneAscent Financial Services investment in Regan Floating Rate Mbs

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All positions including Regan Floating Rate Mbs held by OneAscent Financial Services consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Regan Floating Rate Mbs by OneAscent Financial Services

Quarter filed Position value Share count Share price at filing
2026-03-31 $369k 15k 25.51

More positions owned by OneAscent Financial Services

Unified Ser Tr Oneascent Core P (OACP)
Unified Ser Tr Oneascent Intl (OAIM)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Unified Ser Tr Oneascent Large (OALC)
Spdr Series Trust State Street Spd (SPYM)
Northern Lts Fd Tr Iv Inspire 500 Etf (PTL)
Unified Ser Tr Oneascent Enhanc (OASC)
Unified Ser Tr Oneascent Emgrg (OAEM)
Spdr Index Shs Fds State Street Spd (SPDW)
Northern Lts Fd Tr Iv Inspire Sml/ Mid (ISMD)
Strategy Eventide High Di (ELCV)
Vanguard Scottsdale Fds Inter Term Treas (VGIT)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
NVIDIA Corporation (NVDA)
Spdr Series Trust State Street Spd (SPMD)

View all positions for OneAscent Financial Services

Top funds holding Regan Floating Rate Mbs

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

View all funds holding Regan Floating Rate Mbs