Carson Wealth (CWM LLC)
MBI icon

Carson Wealth (CWM LLC)’s MBIA MBI Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio MBI Stock Details MBI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$7.24K Buy
1,225
+1,215
+12,150% +$7.74K ﹤0.01% 4908
2025
Q4 		$0 Buy
10
+9
+900% +$65 ﹤0.01% 5520
2025
Q3 		$0 Buy
+1
New +$6 ﹤0.01% 5427
2023
Q2 		– Sell
-67
Closed -$1K – 4345
2023
Q1 		$1K Buy
+67
New +$800 ﹤0.01% 3869

Other funds holding MBI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
WHCM
Wolf Hill Capital Management Greenwich, Connecticut $1.03B AUM 80.44% 1-Year Est. Return
KBG
Kahn Brothers Group New York $564M AUM 25.3% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
V
ValueWorks New York $367M AUM 59.38% 1-Year Est. Return
HP
Hosking Partners London, United Kingdom $3.01B AUM 83.99% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
TG
TCW Group Los Angeles, California $14.9B AUM 46.29% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Carson Wealth (CWM LLC)'s MBI Position: Q1 2026 in Review

Carson Wealth (CWM LLC) increased its MBIA (MBI) stake by 12,150% in Q1 2026, buying an estimated $7.74K and bringing the position to 1,225 shares worth $7.24K. The position accounts for ﹤0.01% of the portfolio, ranked #4908.

Carson Wealth (CWM LLC) first reported a position in MBI in Q1 2023 and has held it in 4 quarters since. 134 funds tracked by Wall St. Rank hold MBI as of Q1 2026.

  • Carson Wealth (CWM LLC) held 1,225 shares of MBIA worth $7.24K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 1,215 MBIA shares in Q1 2026, an estimated $7.74K.
  • MBIA made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #4908 holding.
  • Carson Wealth (CWM LLC) first reported a position in MBIA in Q1 2023 and has held it in 4 quarters since.
  • 134 funds tracked by Wall St. Rank held MBIA as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.