Farther Finance Advisors’s MBIA MBI Stock Holding History

Farther Finance 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 Q3	$609	Sell	143 -305	-68%	-$1.6K	﹤0.01%	5710
2026 Q2	$2.92K	Buy	448 +356	+387%	+$2.15K	﹤0.01%	5034
2026 Q1	$534	Buy	92 +16	+21%	+$102	﹤0.01%	5252
2025 Q4	$544	Buy	76 +74	+3,700%	+$535	﹤0.01%	5038
2025 Q3	$15	Hold	2	–	–	﹤0.01%	4914
2025 Q2	$9	Sell	2 -315	-99%	-$1.4K	﹤0.01%	4458
2025 Q1	$1.5K	Hold	317	–	–	﹤0.01%	3490
2024 Q4	$2.05K	Sell	317 -756	-70%	-$3.9K	﹤0.01%	2989
2024 Q3	$3.83K	Buy	1,073 +446	+71%	+$1.84K	﹤0.01%	2754
2024 Q2	$3.32K	Buy	627 +541	+629%	+$3.24K	﹤0.01%	2582
2024 Q1	$575	Buy	86 +24	+39%	+$152	﹤0.01%	2974
2023 Q4	$379	Buy	+62	New	+$499	﹤0.01%	3064
2023 Q3	–	Sell	-222	Closed	-$1.92K	–	2666
2023 Q2	$1.92K	Hold	222	–	–	﹤0.01%	1765
2023 Q1	$2.06K	Buy	+222	New	+$2.65K	﹤0.01%	1639

Other funds holding MBI

SAM

Seelaus Asset Management Chatham, New Jersey $136M AUM 34.83% 1-Year Est. Return

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

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

Essential Partners Rancho Santa Fe, California $219M AUM 37.92% 1-Year Est. Return

TWD

True Wealth Design Akron, Ohio $426M AUM 16.34% 1-Year Est. Return

Farther Finance Advisors's MBI Position: Q3 2026 in Review

Farther Finance Advisors reduced its MBIA (MBI) stake by 68% in Q3 2026, selling an estimated $1.6K and leaving 143 shares worth $609. The position accounts for ﹤0.01% of the portfolio, ranked #5710.

Farther Finance Advisors first reported a position in MBI in Q1 2023 and has held it in 14 quarters since. The position peaked at $3.83K in Q3 2024. 9 funds tracked by Wall St. Rank hold MBI as of Q3 2026.

Farther Finance Advisors held 143 shares of MBIA worth $609 as of Q3 2026.
Farther Finance Advisors sold 305 MBIA shares in Q3 2026, an estimated $1.6K.
MBIA made up ﹤0.01% of Farther Finance Advisors's portfolio in Q3 2026, its #5710 holding.
Farther Finance Advisors first reported a position in MBIA in Q1 2023 and has held it in 14 quarters since.
Farther Finance Advisors's MBIA position peaked at $3.83K in Q3 2024.
9 funds tracked by Wall St. Rank held MBIA as of Q3 2026.

Based on Farther Finance Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.