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 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	–	2667
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

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Wolf Hill Capital Management Greenwich, Connecticut $705M AUM 80.44% 1-Year Est. Return

Kahn Brothers Group New York $564M AUM 25.3% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

TCW Group Los Angeles, California $13.3B AUM 34.44% 1-Year Est. Return

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return