Financial Consulate’s MBIA MBI Stock Holding History

Financial Consulate’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	$1.22K	Buy	+286	New	+$1.5K	﹤0.01%	1255

Other funds holding MBI

Hosking Partners London, United Kingdom $2.81B AUM 67.07% 1-Year Est. Return

Embree Financial Group Chicago, Illinois $1.02B AUM 18.05% 1-Year Est. Return

Steinberganna Wealth Management Huntington, New York $233M AUM 22.27% 1-Year Est. Return

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

Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return

Harbor Investment Advisory Lutherville, Maryland $1.47B AUM 24.2% 1-Year Est. Return

Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return

Sterling Capital Management Charlotte, North Carolina $4.92B AUM 24.73% 1-Year Est. Return

Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return

Financial Consulate's MBI Position: Q3 2026 in Review

Financial Consulate opened a new position in MBIA (MBI) in Q3 2026: 286 shares worth $1.22K. The stake represents ﹤0.01% of the portfolio and ranks #1255 among its holdings.

20 funds tracked by Wall St. Rank hold MBI as of Q3 2026.

Financial Consulate held 286 shares of MBIA worth $1.22K as of Q3 2026.
MBIA was a new Financial Consulate position in Q3 2026.
MBIA made up ﹤0.01% of Financial Consulate's portfolio in Q3 2026, its #1255 holding.
20 funds tracked by Wall St. Rank held MBIA as of Q3 2026.

Based on Financial Consulate's 13F filing for Q3 2026, filed 23 Oct 2026.