Balanced Pool
13F holders, Q3 2024 (September 30)2holders +1
1new positions
0sold out
$86.47avg. 13F price*
At the end of Q3 2024, 2 institutions reported holding Balanced Pool in their 13F filings, up 1 from Q2 2024. 1 opened new positions and 0 sold out. The largest holders were Mfa Wealth Advisors, LLC ($382K) and Eagle Bay Advisors LLC ($67K).
- Company
- Balanced Pool
- CUSIP
- 808516306
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 1 | $67K |
| Exits | 0 | $0 |
All 13F filers, Q2 2024 → Q3 2024: 770 shares bought, net +770 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 2 holders
| Mfa Wealth Advisors, LLC | 0.08% | No change | 4,420 | $382K |
| Eagle Bay Advisors LLC | 0.03% | New | 770 | $67K |
"% of holder's portfolio" is BALANCED POOL's weight in each manager's 13F, not the share of Balanced Pool the manager owns.