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Cornerstone Planning Group’s MBIA MBI Stock Holding History

Cornerstone Planning Group’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
Q2 		$445 Hold
74
– – ﹤0.01% 1728
2026
Q1 		$437 Hold
74
– – ﹤0.01% 1683
2025
Q4 		$475 Hold
74
– – ﹤0.01% 1520
2025
Q3 		$500 Hold
74
– – ﹤0.01% 1482
2025
Q2 		$500 Buy
+74
New +$328 ﹤0.01% 1297
2024
Q2 		– Sell
-233
Closed -$1.49K – 1306
2024
Q1 		$1.49K Buy
+233
New +$1.47K ﹤0.01% 710

Other funds holding MBI

KBG
Kahn Brothers Group New York $633M AUM 39.01% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
WHCM
Wolf Hill Capital Management Greenwich, Connecticut $1.2B AUM 137.35% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
V
ValueWorks New York $479M AUM 117.71% 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
Cerity Partners
Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return
TG
TCW Group Los Angeles, California $14.9B AUM 46.29% 1-Year Est. Return

Cornerstone Planning Group's MBI Position: Q2 2026 in Review

Cornerstone Planning Group held its MBIA (MBI) position steady in Q2 2026 at 74 shares worth $445. The position accounts for ﹤0.01% of the portfolio, ranked #1728.

Cornerstone Planning Group first reported a position in MBI in Q1 2024 and has held it in 6 quarters since. The position peaked at $1.49K in Q1 2024. 130 funds tracked by Wall St. Rank hold MBI as of Q2 2026.

  • Cornerstone Planning Group held 74 shares of MBIA worth $445 as of Q2 2026.
  • Cornerstone Planning Group left its MBIA share count unchanged in Q2 2026.
  • MBIA made up ﹤0.01% of Cornerstone Planning Group's portfolio in Q2 2026, its #1728 holding.
  • Cornerstone Planning Group first reported a position in MBIA in Q1 2024 and has held it in 6 quarters since.
  • Cornerstone Planning Group's MBIA position peaked at $1.49K in Q1 2024.
  • 130 funds tracked by Wall St. Rank held MBIA as of Q2 2026.

Based on Cornerstone Planning Group's 13F filing for Q2 2026, filed 29 Jul 2026.