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Essential Partners’s MBIA MBI Stock Holding History

Essential Partners’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
Q3 		$183 Buy
43
+24
+126% +$126 ﹤0.01% 2616
2026
Q2 		$124 Sell
19
-1,274
-99% -$7.68K ﹤0.01% 2721
2026
Q1 		$7.64K Buy
+1,293
New +$8.24K ﹤0.01% 1375

Other funds holding MBI

SAM
Seelaus Asset Management Chatham, New Jersey $136M AUM 34.83% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
HIA
Harbor Investment Advisory Lutherville, Maryland $1.47B AUM 24.2% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return
TCM
Triumph Capital Management Denver, Colorado $573M AUM 15.32% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
TWD
True Wealth Design Akron, Ohio $426M AUM 16.34% 1-Year Est. Return

Essential Partners's MBI Position: Q3 2026 in Review

Essential Partners increased its MBIA (MBI) stake by 126% in Q3 2026, buying an estimated $126 and bringing the position to 43 shares worth $183. The position accounts for ﹤0.01% of the portfolio, ranked #2616.

Essential Partners first reported a position in MBI in Q1 2026 and has held it in 3 quarters since. The position peaked at $7.64K in Q1 2026. 9 funds tracked by Wall St. Rank hold MBI as of Q3 2026.

  • Essential Partners held 43 shares of MBIA worth $183 as of Q3 2026.
  • Essential Partners bought 24 MBIA shares in Q3 2026, an estimated $126.
  • MBIA made up ﹤0.01% of Essential Partners's portfolio in Q3 2026, its #2616 holding.
  • Essential Partners first reported a position in MBIA in Q1 2026 and has held it in 3 quarters since.
  • Essential Partners's MBIA position peaked at $7.64K in Q1 2026.
  • 9 funds tracked by Wall St. Rank held MBIA as of Q3 2026.

Based on Essential Partners's 13F filing for Q3 2026, filed 14 Oct 2026.