Sendero Wealth Management
MSA icon

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
Q3 		$962K Hold
5,407
– – 0.1% 128
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

Cooke & Bieler
Cooke & Bieler Philadelphia, Pennsylvania $6.36B AUM 0.55% 1-Year Est. Return
Copeland Capital Management
Copeland Capital Management Conshohocken, Pennsylvania $4.34B AUM 17.52% 1-Year Est. Return
Fort Washington Investment Advisors
Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return
EULAV Asset Management
EULAV Asset Management Sarasota, Florida $2.77B AUM 18.47% 1-Year Est. Return
Vest Financial
Vest Financial Mclean, Virginia $9.5B AUM 22.78% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
GHP Investment Advisors
GHP Investment Advisors Denver, Colorado $2.68B AUM 19.3% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
PIM
Pullen Investment Management Bradenton, Florida $209M AUM 23.91% 1-Year Est. Return

Sendero Wealth Management's MSA Position: Q3 2026 in Review

Sendero Wealth Management held its Mine Safety (MSA) position steady in Q3 2026 at 5,407 shares worth $962K. The position accounts for 0.1% of the portfolio, ranked #128.

Sendero Wealth Management first reported a position in MSA in Q2 2025 and has held it in 6 quarters since. 88 funds tracked by Wall St. Rank hold MSA as of Q3 2026.

  • Sendero Wealth Management held 5,407 shares of Mine Safety worth $962K as of Q3 2026.
  • Sendero Wealth Management left its Mine Safety share count unchanged in Q3 2026.
  • Mine Safety made up 0.1% of Sendero Wealth Management's portfolio in Q3 2026, its #128 holding.
  • Sendero Wealth Management first reported a position in Mine Safety in Q2 2025 and has held it in 6 quarters since.
  • 88 funds tracked by Wall St. Rank held Mine Safety as of Q3 2026.

Based on Sendero Wealth Management's 13F filing for Q3 2026, filed 14 Oct 2026.