Golden State Wealth Management’s MBIA MBI Stock Holding History

Golden State Wealth Management’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
2025 Q2	–	Sell	-113	Closed	-$563	–	1634
2025 Q1	$563	Buy	+113	New	+$699	﹤0.01%	1496

Other funds holding MBI

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

WHCM

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

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

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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Golden State Wealth Management's MBI Position: Q2 2025 in Review

Golden State Wealth Management sold out of MBIA (MBI) in Q2 2025, closing a stake of 113 shares — an estimated $563 sold.

Golden State Wealth Management first reported a position in MBI in Q1 2025 and held it in 1 quarter. The position peaked at $563 in Q1 2025. 111 funds tracked by Wall St. Rank hold MBI as of Q2 2025.

Golden State Wealth Management reported no remaining MBIA position as of Q2 2025 after selling out during the quarter.
Golden State Wealth Management sold 113 MBIA shares in Q2 2025, an estimated $563.
Golden State Wealth Management first reported a position in MBIA in Q1 2025 and held it in 1 quarter.
Golden State Wealth Management's MBIA position peaked at $563 in Q1 2025.
111 funds tracked by Wall St. Rank held MBIA as of Q2 2025.

Based on Golden State Wealth Management's 13F filing for Q2 2025, filed 6 Aug 2025.