EWA
MBAI

EverSource Wealth Advisors’s Check-Cap MBAI Stock Holding History

EverSource Wealth Advisors’s Portfolio MBAI Stock Details MBAI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-2
Closed -$24 – 4417
2026
Q1 		$24 Hold
2
– – ﹤0.01% 4353
2025
Q4 		$24 Hold
2
– – ﹤0.01% 4212
2025
Q3 		$32 Hold
2
– – ﹤0.01% 4272
2025
Q2 		$12 Buy
+2
New +$11 ﹤0.01% 4227

Other funds holding MBAI

Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return
XT
XTX Topco George Town, Cayman Islands $7.72B AUM 32.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
SS
SBI Securities Tokyo, Japan $4.4B AUM 74.26% 1-Year Est. Return
BWL
Bogart Wealth LLC Mclean, Virginia $2.92B AUM 23.85% 1-Year Est. Return
JFA
JNBA Financial Advisors Bloomington, Minnesota $1.32B AUM 24.95% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return

EverSource Wealth Advisors's MBAI Position: Q2 2026 in Review

EverSource Wealth Advisors sold out of Check-Cap (MBAI) in Q2 2026, closing a stake of 2 shares — an estimated $24 sold.

EverSource Wealth Advisors first reported a position in MBAI in Q2 2025 and held it in 4 quarters. The position peaked at $32 in Q3 2025. 11 funds tracked by Wall St. Rank hold MBAI as of Q2 2026.

  • EverSource Wealth Advisors reported no remaining Check-Cap position as of Q2 2026 after selling out during the quarter.
  • EverSource Wealth Advisors sold 2 Check-Cap shares in Q2 2026, an estimated $24.
  • EverSource Wealth Advisors first reported a position in Check-Cap in Q2 2025 and held it in 4 quarters.
  • EverSource Wealth Advisors's Check-Cap position peaked at $32 in Q3 2025.
  • 11 funds tracked by Wall St. Rank held Check-Cap as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.