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BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC.’s Mobix Labs MOBX Stock Holding History

BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC.’s Portfolio MOBX Stock Details MOBX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$45.8K Buy
21,825
+3,300
+18% +$7.91K 0.01% 990
2026
Q1 		$61.9K Buy
+18,525
New +$64.9K 0.01% 911

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Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $72.2B AUM 27.85% 1-Year Est. Return
Alessandra Capital Management
Alessandra Capital Management Torrance, California $142M AUM 42.73% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Vanguard Fiduciary Trust
Vanguard Fiduciary Trust Malvern, Pennsylvania $454B AUM
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC.'s MOBX Position: Q2 2026 in Review

BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. increased its Mobix Labs (MOBX) stake by 18% in Q2 2026, buying an estimated $7.91K and bringing the position to 21,825 shares worth $45.8K. The position accounts for 0.01% of the portfolio, ranked #990.

BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. first reported a position in MOBX in Q1 2026 and has held it in 2 quarters since. The position peaked at $61.9K in Q1 2026. 27 funds tracked by Wall St. Rank hold MOBX as of Q2 2026.

  • BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. held 21,825 shares of Mobix Labs worth $45.8K as of Q2 2026.
  • BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. bought 3,300 Mobix Labs shares in Q2 2026, an estimated $7.91K.
  • Mobix Labs made up 0.01% of BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC.'s portfolio in Q2 2026, its #990 holding.
  • BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. first reported a position in Mobix Labs in Q1 2026 and has held it in 2 quarters since.
  • BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC.'s Mobix Labs position peaked at $61.9K in Q1 2026.
  • 27 funds tracked by Wall St. Rank held Mobix Labs as of Q2 2026.

Based on BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC.'s 13F filing for Q2 2026, filed 30 Oct 2026.