KA
EBF icon

Kozak & Associates’s Ennis EBF Stock Holding History

Kozak & Associates’s Portfolio EBF Stock Details EBF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$43.4K Hold
2,000
– – 0.01% 156
2026
Q1 		$44.1K Hold
2,000
– – 0.01% 157
2025
Q4 		$36.9K Hold
2,000
– – 0.01% 161
2025
Q3 		$32.8K Hold
2,000
– – 0.01% 170
2025
Q2 		$37K Buy
+2,000
New +$37.5K 0.01% 161

Other funds holding EBF

WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return
AAG
Armstrong Advisory Group Needham, Massachusetts $1.64B AUM 19.37% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return