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 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

KBG

Kahn Brothers Group New York $633M AUM 39.01% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

WHCM

Wolf Hill Capital Management Greenwich, Connecticut $1.2B AUM 137.35% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

ValueWorks New York $479M AUM 117.71% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return

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

Farther Finance Advisors's MBI Position: Q2 2026 in Review

Farther Finance Advisors increased its MBIA (MBI) stake by 387% in Q2 2026, buying an estimated $2.15K and bringing the position to 448 shares worth $2.92K. The position accounts for ﹤0.01% of the portfolio, ranked #5034.

Farther Finance Advisors first reported a position in MBI in Q1 2023 and has held it in 13 quarters since. The position peaked at $3.83K in Q3 2024. 130 funds tracked by Wall St. Rank hold MBI as of Q2 2026.

Farther Finance Advisors held 448 shares of MBIA worth $2.92K as of Q2 2026.
Farther Finance Advisors bought 356 MBIA shares in Q2 2026, an estimated $2.15K.
MBIA made up ﹤0.01% of Farther Finance Advisors's portfolio in Q2 2026, its #5034 holding.
Farther Finance Advisors first reported a position in MBIA in Q1 2023 and has held it in 13 quarters since.
Farther Finance Advisors's MBIA position peaked at $3.83K in Q3 2024.
130 funds tracked by Wall St. Rank held MBIA as of Q2 2026.

Based on Farther Finance Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.