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Sendero Wealth Management’s Mine Safety MSA Stock Holding History

Sendero Wealth Management’s Portfolio MSA Stock Details MSA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$944K Buy
5,407
+749
+16% +$125K 0.09% 128
2026
Q1 		$764K Hold
4,658
– – 0.08% 132
2025
Q4 		$746K Buy
4,658
+704
+18% +$115K 0.08% 129
2025
Q3 		$680K Buy
3,954
+670
+20% +$116K 0.08% 124
2025
Q2 		$550K Buy
+3,284
New +$514K 0.07% 137

Other funds holding MSA

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
RCG
Ruane, Cunniff & Goldfarb New York $6.43B AUM 18.44% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
CB
Cooke & Bieler Philadelphia, Pennsylvania $8.65B AUM 9.66% 1-Year Est. Return
FMI
Fiduciary Management Inc Milwaukee, Wisconsin $7.03B AUM 11.68% 1-Year Est. Return
MGP
M&G plc London, United Kingdom $20.1B AUM 16.62% 1-Year Est. Return

Sendero Wealth Management's MSA Position: Q2 2026 in Review

Sendero Wealth Management increased its Mine Safety (MSA) stake by 16% in Q2 2026, buying an estimated $125K and bringing the position to 5,407 shares worth $944K. The position accounts for 0.09% of the portfolio, ranked #128.

Sendero Wealth Management first reported a position in MSA in Q2 2025 and has held it in 5 quarters since. 458 funds tracked by Wall St. Rank hold MSA as of Q2 2026.

  • Sendero Wealth Management held 5,407 shares of Mine Safety worth $944K as of Q2 2026.
  • Sendero Wealth Management bought 749 Mine Safety shares in Q2 2026, an estimated $125K.
  • Mine Safety made up 0.09% of Sendero Wealth Management's portfolio in Q2 2026, its #128 holding.
  • Sendero Wealth Management first reported a position in Mine Safety in Q2 2025 and has held it in 5 quarters since.
  • 458 funds tracked by Wall St. Rank held Mine Safety as of Q2 2026.

Based on Sendero Wealth Management's 13F filing for Q2 2026, filed 4 Aug 2026.