Values First Advisors
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Values First Advisors’s Emergent Biosolutions EBS Stock Holding History

Values First Advisors’s Portfolio EBS Stock Details EBS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$1.95M Sell
296,098
-5,390
-2% -$35.4K 0.92% 32
2026
Q2 		$2.53M Sell
301,488
-6,392
-2% -$53.5K 1.15% 20
2026
Q1 		$2.56M Buy
307,880
+2,834
+0.9% +$29.4K 1.33% 14
2025
Q4 		$3.77M Sell
305,046
-62,873
-17% -$674K 1.96% 8
2025
Q3 		$3.25M Sell
367,919
-8,084
-2% -$62.9K 1.74% 10
2025
Q2 		$2.4M Buy
376,003
+756
+0.2% +$4.33K 1.31% 13
2025
Q1 		$1.81M Sell
375,247
-1,445
-0.4% -$12K 1.06% 24
2024
Q4 		$3.6M Sell
376,692
-79,516
-17% -$730K 1.98% 8
2024
Q3 		$3.81M Sell
456,208
-9,943
-2% -$90.4K 2.07% 6
2024
Q2 		$3.18M Sell
466,151
-3,936
-0.8% -$16.9K 1.9% 6
2024
Q1 		$1.19M Buy
470,087
+162,195
+53% +$366K 0.7% 44
2023
Q4 		$739K Buy
307,892
+155,193
+102% +$365K 0.45% 74
2023
Q3 		$519K Buy
152,699
+101,796
+200% +$564K 0.34% 91
2023
Q2 		$374K Buy
50,903
+1,282
+3% +$11.9K 0.23% 113
2023
Q1 		$514K Buy
49,621
+15,679
+46% +$190K 0.33% 86
2022
Q4 		$401K Buy
33,942
+19,929
+142% +$308K 0.28% 97
2022
Q3 		$294K Buy
+14,013
New +$390K 0.21% 110
2022
Q2 		– Sell
-6,477
Closed -$266K – 161
2022
Q1 		$266K Buy
6,477
+976
+18% +$43K 0.17% 133
2021
Q4 		$239K Buy
+5,501
New +$249K 0.14% 144
2021
Q3 		– Sell
-3,593
Closed -$226K – 150
2021
Q2 		$226K Buy
+3,593
New +$231K 0.15% 135

Other funds holding EBS

SummerHaven Investment Management
SummerHaven Investment Management Stamford, Connecticut $179M AUM 57.61% 1-Year Est. Return
James Investment Research
James Investment Research Alpha, Ohio $936M AUM 24.49% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
State of Wyoming
State of Wyoming Cheyenne, Wyoming $1.29B AUM 32.25% 1-Year Est. Return
Oppenheimer Asset Management
Oppenheimer Asset Management New York $9.5B AUM 23.46% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Abel Hall LLC
Abel Hall LLC Baton Rouge, Louisiana $556M AUM 43.18% 1-Year Est. Return
Herold Advisors
Herold Advisors New York $512M AUM 21.14% 1-Year Est. Return
SBI Securities
SBI Securities Tokyo, Japan $4.38B AUM 56.37% 1-Year Est. Return
State of Alaska Department of Revenue
State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return

Values First Advisors's EBS Position: Q3 2026 in Review

Values First Advisors reduced its Emergent Biosolutions (EBS) stake by 1.8% in Q3 2026, selling an estimated $35.4K and leaving 296,098 shares worth $1.95M. The position accounts for 0.92% of the portfolio, ranked #32.

Values First Advisors first reported a position in EBS in Q2 2021 and has held it in 20 quarters since. The position peaked at $3.81M in Q3 2024. 30 funds tracked by Wall St. Rank hold EBS as of Q3 2026.

  • Values First Advisors held 296,098 shares of Emergent Biosolutions worth $1.95M as of Q3 2026.
  • Values First Advisors sold 5,390 Emergent Biosolutions shares in Q3 2026, an estimated $35.4K.
  • Emergent Biosolutions made up 0.92% of Values First Advisors's portfolio in Q3 2026, its #32 holding.
  • Values First Advisors first reported a position in Emergent Biosolutions in Q2 2021 and has held it in 20 quarters since.
  • Values First Advisors's Emergent Biosolutions position peaked at $3.81M in Q3 2024.
  • 30 funds tracked by Wall St. Rank held Emergent Biosolutions as of Q3 2026.

Based on Values First Advisors's 13F filing for Q3 2026, filed 23 Oct 2026.