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Krilogy Financial’s Mobix Labs MOBX Stock Holding History

Krilogy Financial’s Portfolio MOBX Stock Details MOBX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$28.1K Sell
1,020
-15,682
-94% -$54.9K ﹤0.01% 962
2025
Q4 		$37.8K Hold
16,702
– – ﹤0.01% 914
2025
Q3 		$116K Buy
+16,702
New +$153K ﹤0.01% 842

Other funds holding MOBX

Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VCWA
Vanguard Capital Wealth Advisors Denver, Colorado $108M AUM 50.68% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
ACM
Alessandra Capital Management Torrance, California $117M AUM
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VFT
Vanguard Fiduciary Trust Malvern, Pennsylvania $396B AUM
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

Krilogy Financial's MOBX Position: Q1 2026 in Review

Krilogy Financial reduced its Mobix Labs (MOBX) stake by 94% in Q1 2026, selling an estimated $54.9K and leaving 1,020 shares worth $28.1K. The position accounts for ﹤0.01% of the portfolio, ranked #962.

Krilogy Financial first reported a position in MOBX in Q3 2025 and has held it in 3 quarters since. The position peaked at $116K in Q3 2025. 26 funds tracked by Wall St. Rank hold MOBX as of Q1 2026.

  • Krilogy Financial held 1,020 shares of Mobix Labs worth $28.1K as of Q1 2026.
  • Krilogy Financial sold 15,682 Mobix Labs shares in Q1 2026, an estimated $54.9K.
  • Mobix Labs made up ﹤0.01% of Krilogy Financial's portfolio in Q1 2026, its #962 holding.
  • Krilogy Financial first reported a position in Mobix Labs in Q3 2025 and has held it in 3 quarters since.
  • Krilogy Financial's Mobix Labs position peaked at $116K in Q3 2025.
  • 26 funds tracked by Wall St. Rank held Mobix Labs as of Q1 2026.

Based on Krilogy Financial's 13F filing for Q1 2026, filed 17 Apr 2026.