EverSource Wealth Advisors’s MBIA MBI Stock Holding History

EverSource Wealth Advisors’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	$4.44K	Buy	681 +446	+190%	+$2.69K	﹤0.01%	3344
2026 Q1	$1.39K	Buy	235 +153	+187%	+$975	﹤0.01%	3755
2025 Q4	$587	Hold	82	–	–	﹤0.01%	3838
2025 Q3	$611	Hold	82	–	–	﹤0.01%	3902
2025 Q2	$356	Hold	82	–	–	﹤0.01%	3972
2025 Q1	$408	Sell	82 -75	-48%	-$464	﹤0.01%	3527
2024 Q4	$1.01K	Hold	157	–	–	﹤0.01%	2958
2024 Q3	$560	Hold	157	–	–	﹤0.01%	2848
2024 Q2	$691	Hold	157	–	–	﹤0.01%	2811
2024 Q1	$988	Hold	157	–	–	﹤0.01%	2586
2023 Q4	$961	Buy	+157	New	+$1.26K	﹤0.01%	2412

Other funds holding MBI

Hosking Partners London, United Kingdom $3.01B AUM 83.99% 1-Year Est. Return

TCW Group Los Angeles, California $14.9B AUM 46.29% 1-Year Est. Return

JEST

JTC Employer Solutions Trustee St Helier, Jersey $1.25B AUM 41.83% 1-Year Est. Return

FCH

Freestone Capital Holdings Seattle, Washington $3.86B AUM 26.3% 1-Year Est. Return

NBC Securities Birmingham, Alabama $1.48B AUM 31.07% 1-Year Est. Return

SAM

Seelaus Asset Management Chatham, New Jersey $142M AUM 48.54% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

4PL

46 Peaks LLC Newtown, Pennsylvania $159M AUM

SWM

Steinberganna Wealth Management Huntington, New York $246M AUM 32.5% 1-Year Est. Return

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

EverSource Wealth Advisors's MBI Position: Q2 2026 in Review

EverSource Wealth Advisors increased its MBIA (MBI) stake by 190% in Q2 2026, buying an estimated $2.69K and bringing the position to 681 shares worth $4.44K. The position accounts for ﹤0.01% of the portfolio, ranked #3344.

EverSource Wealth Advisors first reported a position in MBI in Q4 2023 and has held it in 11 quarters since. 31 funds tracked by Wall St. Rank hold MBI as of Q2 2026.

EverSource Wealth Advisors held 681 shares of MBIA worth $4.44K as of Q2 2026.
EverSource Wealth Advisors bought 446 MBIA shares in Q2 2026, an estimated $2.69K.
MBIA made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #3344 holding.
EverSource Wealth Advisors first reported a position in MBIA in Q4 2023 and has held it in 11 quarters since.
31 funds tracked by Wall St. Rank held MBIA as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.