Coldstream Capital Management’s MBIA MBI Stock Holding History

Coldstream Capital Management’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
2025 Q2	–	Sell	-48	Closed	-$239	–	2385
2025 Q1	$239	Buy	+48	New	+$297	﹤0.01%	3469

Other funds holding MBI

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

WHCM

Wolf Hill Capital Management Greenwich, Connecticut $1.03B AUM 80.44% 1-Year Est. Return

ValueWorks New York $367M AUM 59.38% 1-Year Est. Return

Hosking Partners London, United Kingdom $2.79B AUM 58.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

TCW Group Los Angeles, California $13.3B AUM 34.44% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Coldstream Capital Management's MBI Position: Q2 2025 in Review

Coldstream Capital Management sold out of MBIA (MBI) in Q2 2025, closing a stake of 48 shares — an estimated $239 sold.

Coldstream Capital Management first reported a position in MBI in Q1 2025 and held it in 1 quarter. The position peaked at $239 in Q1 2025. 111 funds tracked by Wall St. Rank hold MBI as of Q2 2025.

Coldstream Capital Management reported no remaining MBIA position as of Q2 2025 after selling out during the quarter.
Coldstream Capital Management sold 48 MBIA shares in Q2 2025, an estimated $239.
Coldstream Capital Management first reported a position in MBIA in Q1 2025 and held it in 1 quarter.
Coldstream Capital Management's MBIA position peaked at $239 in Q1 2025.
111 funds tracked by Wall St. Rank held MBIA as of Q2 2025.

Based on Coldstream Capital Management's 13F filing for Q2 2025, filed 12 Aug 2025.