Sowell Financial Services’s MBX Biosciences MBX Stock Holding History

Sowell Financial Services’s Portfolio MBX Stock Details MBX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$3.11M	Buy	+53,077	New	+$3.32M	0.09%	232

Other funds holding MBX

Aaron Wealth Advisors Chicago, Illinois $2.04B AUM 32.69% 1-Year Est. Return

Koa Wealth Management Encinitas, California $154M AUM 13.16% 1-Year Est. Return

Tema ETFs New York $2.69B AUM 42.96% 1-Year Est. Return

Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return

Physician Wealth Advisors Midvale, Utah $869M AUM 17.6% 1-Year Est. Return

Fortitude Family Office Scottsdale, Arizona $586M AUM 20.58% 1-Year Est. Return

MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return

Essential Partners Rancho Santa Fe, California $219M AUM 37.92% 1-Year Est. Return

Sowell Financial Services's MBX Position: Q3 2026 in Review

Sowell Financial Services opened a new position in MBX Biosciences (MBX) in Q3 2026: 53,077 shares worth $3.11M. The stake represents 0.09% of the portfolio and ranks #232 among its holdings.

13 funds tracked by Wall St. Rank hold MBX as of Q3 2026.

Sowell Financial Services held 53,077 shares of MBX Biosciences worth $3.11M as of Q3 2026.
MBX Biosciences was a new Sowell Financial Services position in Q3 2026.
MBX Biosciences made up 0.09% of Sowell Financial Services's portfolio in Q3 2026, its #232 holding.
13 funds tracked by Wall St. Rank held MBX Biosciences as of Q3 2026.

Based on Sowell Financial Services's 13F filing for Q3 2026, filed 20 Oct 2026.