FFO
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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
Q3 		– Sell
-63
Closed -$411 – 2704
2026
Q2 		$411 Buy
+63
New +$380 ﹤0.01% 2009
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

SAM
Seelaus Asset Management Chatham, New Jersey $136M AUM 34.83% 1-Year Est. Return
Wealth Enhancement Advisory Services
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
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
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
EP
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

Fortitude Family Office's MBI Position: Q3 2026 in Review

Fortitude Family Office sold out of MBIA (MBI) in Q3 2026, closing a stake of 63 shares — an estimated $411 sold.

Fortitude Family Office first reported a position in MBI in Q2 2025 and held it in 3 quarters. The position peaked at $959 in Q2 2025. 9 funds tracked by Wall St. Rank hold MBI as of Q3 2026.

  • Fortitude Family Office reported no remaining MBIA position as of Q3 2026 after selling out during the quarter.
  • Fortitude Family Office sold 63 MBIA shares in Q3 2026, an estimated $411.
  • Fortitude Family Office first reported a position in MBIA in Q2 2025 and held it in 3 quarters.
  • Fortitude Family Office's MBIA position peaked at $959 in Q2 2025.
  • 9 funds tracked by Wall St. Rank held MBIA as of Q3 2026.

Based on Fortitude Family Office's 13F filing for Q3 2026, filed 14 Oct 2026.