MBL Wealth’s Bandwidth Inc BAND Stock Holding History

MBL Wealth’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 Q2	$1.84M	Hold	29,113	–	–	0.13%	94
2026 Q1	$519K	Buy	29,113 +1	+0%	+$15	0.04%	196
2025 Q4	$450K	Hold	29,112	–	–	0.04%	188
2025 Q3	$485K	Hold	29,112	–	–	0.04%	159
2025 Q2	$463K	Hold	29,112	–	–	0.04%	150
2025 Q1	$381K	Hold	29,112	–	–	0.04%	159
2024 Q4	$495K	Hold	29,112	–	–	0.05%	138
2024 Q3	$510K	Hold	29,112	–	–	0.05%	134
2024 Q2	$491K	Hold	29,112	–	–	0.05%	127
2024 Q1	$532K	Sell	29,112 -278	-0.9%	-$4.38K	0.06%	127
2023 Q4	$425K	Hold	29,390	–	–	0.05%	125
2023 Q3	$331K	Hold	29,390	–	–	0.05%	134
2023 Q2	$402K	Hold	29,390	–	–	0.06%	121
2023 Q1	$447K	Hold	29,390	–	–	0.07%	105
2022 Q4	$675K	Hold	29,390	–	–	0.13%	81
2022 Q3	$350K	Hold	29,390	–	–	0.08%	114
2022 Q2	$553K	Hold	29,390	–	–	0.14%	89
2022 Q1	$952K	Buy	+29,390	New	+$1.41M	0.23%	66
2021 Q3	$2.65M	Buy	+29,390	New	+$3.39M	0.92%	33
2021 Q1	$3.73M	Sell	29,390 -53	-0.2%	-$8.21K	1.3%	18
2020 Q4	$4.53M	Buy	+29,443	New	+$4.85M	1.79%	16

Other funds holding BAND

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

PPW

Parcion Private Wealth Bellevue, Washington $1.8B AUM 30.57% 1-Year Est. Return

HIM

Herald Investment Management London, United Kingdom $737M AUM 158.15% 1-Year Est. Return

BTI

Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return

DRP

Decker Retirement Planning Levi, Utah $294M AUM 97.44% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Diversified Trust Memphis, Tennessee $6.24B AUM 28.78% 1-Year Est. Return

Bailard Foster City, California $4.91B AUM 31.75% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

MBL Wealth's BAND Position: Q2 2026 in Review

MBL Wealth held its Bandwidth Inc (BAND) position steady in Q2 2026 at 29,113 shares worth $1.84M. The position accounts for 0.13% of the portfolio, ranked #94.

MBL Wealth first reported a position in BAND in Q4 2020 and has held it in 21 quarters since. The position peaked at $4.53M in Q4 2020. 46 funds tracked by Wall St. Rank hold BAND as of Q2 2026.

MBL Wealth held 29,113 shares of Bandwidth Inc worth $1.84M as of Q2 2026.
MBL Wealth left its Bandwidth Inc share count unchanged in Q2 2026.
Bandwidth Inc made up 0.13% of MBL Wealth's portfolio in Q2 2026, its #94 holding.
MBL Wealth first reported a position in Bandwidth Inc in Q4 2020 and has held it in 21 quarters since.
MBL Wealth's Bandwidth Inc position peaked at $4.53M in Q4 2020.
46 funds tracked by Wall St. Rank held Bandwidth Inc as of Q2 2026.

Based on MBL Wealth's 13F filing for Q2 2026, filed 15 Jul 2026.