HIA
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Harbor Investment Advisory’s MBIA MBI Stock Holding History

Harbor Investment Advisory’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 		$6.39K Sell
1,500
-3,000
-67% -$15.7K ﹤0.01% 1164
2026
Q2 		$29.3K Buy
4,500
+1,000
+29% +$6.03K ﹤0.01% 863
2026
Q1 		$20.7K Buy
+3,500
New +$22.3K ﹤0.01% 784

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

Harbor Investment Advisory's MBI Position: Q3 2026 in Review

Harbor Investment Advisory reduced its MBIA (MBI) stake by 67% in Q3 2026, selling an estimated $15.7K and leaving 1,500 shares worth $6.39K. The position accounts for ﹤0.01% of the portfolio, ranked #1164.

Harbor Investment Advisory first reported a position in MBI in Q1 2026 and has held it in 3 quarters since. The position peaked at $29.3K in Q2 2026. 8 funds tracked by Wall St. Rank hold MBI as of Q3 2026.

  • Harbor Investment Advisory held 1,500 shares of MBIA worth $6.39K as of Q3 2026.
  • Harbor Investment Advisory sold 3,000 MBIA shares in Q3 2026, an estimated $15.7K.
  • MBIA made up ﹤0.01% of Harbor Investment Advisory's portfolio in Q3 2026, its #1164 holding.
  • Harbor Investment Advisory first reported a position in MBIA in Q1 2026 and has held it in 3 quarters since.
  • Harbor Investment Advisory's MBIA position peaked at $29.3K in Q2 2026.
  • 8 funds tracked by Wall St. Rank held MBIA as of Q3 2026.

Based on Harbor Investment Advisory's 13F filing for Q3 2026, filed 13 Oct 2026.