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 Q3	$1.77M	Sell	29,112 -1	-0%	-$55	0.11%	109
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	$3.72M	Sell	29,390 -53	-0.2%	-$8.21K	1.3%	18
2020 Q4	$4.52M	Buy	+29,443	New	+$4.85M	1.79%	16

Other funds holding BAND

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Parcion Private Wealth Bellevue, Washington $1.85B AUM 22.28% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Blue Trust Inc Alpharetta, Georgia $9.5B AUM 13.02% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

Calamos Advisors Naperville, Illinois $33.5B AUM 25.57% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

MBL Wealth's BAND Position: Q3 2026 in Review

MBL Wealth reduced its Bandwidth Inc (BAND) stake by 0% in Q3 2026, selling an estimated $55 and leaving 29,112 shares worth $1.77M. The position accounts for 0.11% of the portfolio, ranked #109.

MBL Wealth first reported a position in BAND in Q4 2020 and has held it in 22 quarters since. The position peaked at $4.52M in Q4 2020. 64 funds tracked by Wall St. Rank hold BAND as of Q3 2026.

MBL Wealth held 29,112 shares of Bandwidth Inc worth $1.77M as of Q3 2026.
MBL Wealth sold 1 Bandwidth Inc share in Q3 2026, an estimated $55.
Bandwidth Inc made up 0.11% of MBL Wealth's portfolio in Q3 2026, its #109 holding.
MBL Wealth first reported a position in Bandwidth Inc in Q4 2020 and has held it in 22 quarters since.
MBL Wealth's Bandwidth Inc position peaked at $4.52M in Q4 2020.
64 funds tracked by Wall St. Rank held Bandwidth Inc as of Q3 2026.

Based on MBL Wealth's 13F filing for Q3 2026, filed 22 Oct 2026.