Fortitude Family Office’s MBIA MBI Stock Holding History

Fortitude Family Office’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	–	Sell	-102	Closed	-$730	–	2002
2025 Q4	$730	Buy	+102	New	+$737	﹤0.01%	1576
2025 Q3	–	Sell	-221	Closed	-$959	–	2077
2025 Q2	$959	Buy	+221	New	+$980	﹤0.01%	1532

Other funds holding MBI

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

WHCM

Wolf Hill Capital Management Greenwich, Connecticut $1.03B AUM 80.44% 1-Year Est. Return

KBG

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

VCM

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 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 $666B AUM 30.12% 1-Year Est. Return

Fortitude Family Office's MBI Position: Q1 2026 in Review

Fortitude Family Office sold out of MBIA (MBI) in Q1 2026, closing a stake of 102 shares — an estimated $730 sold.

Fortitude Family Office first reported a position in MBI in Q2 2025 and held it in 2 quarters. The position peaked at $959 in Q2 2025. 133 funds tracked by Wall St. Rank hold MBI as of Q1 2026.

Fortitude Family Office reported no remaining MBIA position as of Q1 2026 after selling out during the quarter.
Fortitude Family Office sold 102 MBIA shares in Q1 2026, an estimated $730.
Fortitude Family Office first reported a position in MBIA in Q2 2025 and held it in 2 quarters.
Fortitude Family Office's MBIA position peaked at $959 in Q2 2025.
133 funds tracked by Wall St. Rank held MBIA as of Q1 2026.

Based on Fortitude Family Office's 13F filing for Q1 2026, filed 16 Apr 2026.