Bailard’s Bandwidth Inc BAND Stock Holding History

Bailard’s Portfolio BAND Stock Details BAND Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$735K	Sell	12,100 -1,900	-14%	-$105K	0.01%	429
2026 Q2	$886K	Sell	14,000 -6,600	-32%	-$296K	0.02%	398
2026 Q1	$367K	Buy	20,600 +3,400	+20%	+$49.8K	0.01%	544
2025 Q4	$266K	Sell	17,200 -2,000	-10%	-$30.3K	0.01%	621
2025 Q3	$320K	Buy	19,200 +1,900	+11%	+$29.3K	0.01%	599
2025 Q2	$275K	Buy	+17,300	New	+$235K	0.01%	628
2025 Q1	–	Sell	-16,100	Closed	-$274K	–	745
2024 Q4	$274K	Hold	16,100	–	–	0.01%	605
2024 Q3	$282K	Buy	+16,100	New	+$285K	0.01%	603
2024 Q2	–	Sell	-13,400	Closed	-$245K	–	733
2024 Q1	$245K	Buy	+13,400	New	+$211K	0.01%	633

Other funds holding BAND

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

Essential Partners Rancho Santa Fe, California $219M AUM 37.92% 1-Year Est. Return

VCM

Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

ATC

Adirondack Trust Company Saratoga Springs, New York $320M AUM 23.25% 1-Year Est. Return

TWD

True Wealth Design Akron, Ohio $426M AUM 16.34% 1-Year Est. Return

FFO

Fortitude Family Office Scottsdale, Arizona $586M AUM 20.58% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

Bailard's BAND Position: Q3 2026 in Review

Bailard reduced its Bandwidth Inc (BAND) stake by 14% in Q3 2026, selling an estimated $105K and leaving 12,100 shares worth $735K. The position accounts for 0.01% of the portfolio, ranked #429.

Bailard first reported a position in BAND in Q1 2024 and has held it in 9 quarters since. The position peaked at $886K in Q2 2026. 11 funds tracked by Wall St. Rank hold BAND as of Q3 2026.

Bailard held 12,100 shares of Bandwidth Inc worth $735K as of Q3 2026.
Bailard sold 1,900 Bandwidth Inc shares in Q3 2026, an estimated $105K.
Bandwidth Inc made up 0.01% of Bailard's portfolio in Q3 2026, its #429 holding.
Bailard first reported a position in Bandwidth Inc in Q1 2024 and has held it in 9 quarters since.
Bailard's Bandwidth Inc position peaked at $886K in Q2 2026.
11 funds tracked by Wall St. Rank held Bandwidth Inc as of Q3 2026.

Based on Bailard's 13F filing for Q3 2026, filed 13 Oct 2026.