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Sound View Wealth Advisors Group’s Mine Safety MSA Stock Holding History

Sound View Wealth Advisors Group’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
Q1 		$286K Hold
1,746
– – 0.02% 350
2025
Q4 		$280K Hold
1,746
– – 0.02% 358
2025
Q3 		$300K Sell
1,746
-6
-0.3% -$1.04K 0.02% 355
2025
Q2 		$294K Hold
1,752
– – 0.02% 350
2025
Q1 		$257K Buy
+1,752
New +$279K 0.02% 359

Other funds holding MSA

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
RCG
Ruane, Cunniff & Goldfarb New York $6.03B AUM 12.06% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
APG Asset Management
APG Asset Management Amsterdam, Netherlands $31.6B AUM 19.33% 1-Year Est. Return
CB
Cooke & Bieler Philadelphia, Pennsylvania $8.84B AUM 6.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
MGP
M&G plc London, United Kingdom $19.4B AUM 16.7% 1-Year Est. Return

Sound View Wealth Advisors Group's MSA Position: Q1 2026 in Review

Sound View Wealth Advisors Group held its Mine Safety (MSA) position steady in Q1 2026 at 1,746 shares worth $286K. The position accounts for 0.02% of the portfolio, ranked #350.

Sound View Wealth Advisors Group first reported a position in MSA in Q1 2025 and has held it in 5 quarters since. The position peaked at $300K in Q3 2025. 448 funds tracked by Wall St. Rank hold MSA as of Q1 2026.

  • Sound View Wealth Advisors Group held 1,746 shares of Mine Safety worth $286K as of Q1 2026.
  • Sound View Wealth Advisors Group left its Mine Safety share count unchanged in Q1 2026.
  • Mine Safety made up 0.02% of Sound View Wealth Advisors Group's portfolio in Q1 2026, its #350 holding.
  • Sound View Wealth Advisors Group first reported a position in Mine Safety in Q1 2025 and has held it in 5 quarters since.
  • Sound View Wealth Advisors Group's Mine Safety position peaked at $300K in Q3 2025.
  • 448 funds tracked by Wall St. Rank held Mine Safety as of Q1 2026.

Based on Sound View Wealth Advisors Group's 13F filing for Q1 2026, filed 6 May 2026.