Dupree Financial Group’s MBIA MBI Stock Holding History

Dupree Financial 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
2025 Q2	–	Sell	-25,000	Closed	-$125K	–	75
2025 Q1	$125K	Buy	+25,000	New	+$155K	0.05%	68

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

Dupree Financial Group's MBI Position: Q2 2025 in Review

Dupree Financial Group sold out of MBIA (MBI) in Q2 2025, closing a stake of 25,000 shares — an estimated $125K sold.

Dupree Financial Group first reported a position in MBI in Q1 2025 and held it in 1 quarter. The position peaked at $125K in Q1 2025. 111 funds tracked by Wall St. Rank hold MBI as of Q2 2025.

Dupree Financial Group reported no remaining MBIA position as of Q2 2025 after selling out during the quarter.
Dupree Financial Group sold 25,000 MBIA shares in Q2 2025, an estimated $125K.
Dupree Financial Group first reported a position in MBIA in Q1 2025 and held it in 1 quarter.
Dupree Financial Group's MBIA position peaked at $125K in Q1 2025.
111 funds tracked by Wall St. Rank held MBIA as of Q2 2025.

Based on Dupree Financial Group's 13F filing for Q2 2025, filed 30 Jul 2025.