Beacon Pointe Advisors’s MDB Capital Holdings MDBH Stock Holding History

Beacon Pointe Advisors’s Portfolio MDBH Stock Details MDBH Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$89.4K	Buy	+30,000	New	+$95.1K	﹤0.01%	1789
2025 Q3	–	Sell	-25,000	Closed	-$112K	–	1471
2025 Q2	$112K	Hold	25,000	–	–	﹤0.01%	1217
2025 Q1	$154K	Hold	25,000	–	–	﹤0.01%	1171
2024 Q4	$158K	Hold	25,000	–	–	﹤0.01%	1159
2024 Q3	$189K	Hold	25,000	–	–	﹤0.01%	1165
2024 Q2	$187K	Hold	25,000	–	–	﹤0.01%	1198
2024 Q1	$256K	Buy	+25,000	New	+$275K	﹤0.01%	1160

Other funds holding MDBH

PPW

Pasadena Private Wealth Pasadena, California $723M AUM 18.72% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Beacon Pointe Advisors's MDBH Position: Q1 2026 in Review

Beacon Pointe Advisors opened a new position in MDB Capital Holdings (MDBH) in Q1 2026: 30,000 shares worth $89.4K. The stake represents ﹤0.01% of the portfolio and ranks #1789 among its holdings. This is a return to the name: Beacon Pointe Advisors previously reported a position in MDBH as recently as Q2 2025.

Beacon Pointe Advisors first reported a position in MDBH in Q1 2024 and has held it in 7 quarters since. The position peaked at $256K in Q1 2024. 5 funds tracked by Wall St. Rank hold MDBH as of Q1 2026.

Beacon Pointe Advisors held 30,000 shares of MDB Capital Holdings worth $89.4K as of Q1 2026.
MDB Capital Holdings was a new Beacon Pointe Advisors position in Q1 2026.
MDB Capital Holdings made up ﹤0.01% of Beacon Pointe Advisors's portfolio in Q1 2026, its #1789 holding.
Beacon Pointe Advisors first reported a position in MDB Capital Holdings in Q1 2024 and has held it in 7 quarters since.
Beacon Pointe Advisors's MDB Capital Holdings position peaked at $256K in Q1 2024.
5 funds tracked by Wall St. Rank held MDB Capital Holdings as of Q1 2026.

Based on Beacon Pointe Advisors's 13F filing for Q1 2026, filed 15 May 2026.