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Integrated Wealth Concepts’s MBIA MBI Stock Holding History

Integrated Wealth Concepts’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
Q2 		$873 Buy
+134
New +$807 ﹤0.01% 5561

Other funds holding MBI

KBG
Kahn Brothers Group New York $633M AUM 39.01% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
WHCM
Wolf Hill Capital Management Greenwich, Connecticut $1.2B AUM 137.35% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
V
ValueWorks New York $479M AUM 117.71% 1-Year Est. Return
HP
Hosking Partners London, United Kingdom $3.01B AUM 83.99% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return
TG
TCW Group Los Angeles, California $14.9B AUM 46.29% 1-Year Est. Return

Integrated Wealth Concepts's MBI Position: Q2 2026 in Review

Integrated Wealth Concepts opened a new position in MBIA (MBI) in Q2 2026: 134 shares worth $873. The stake represents ﹤0.01% of the portfolio and ranks #5561 among its holdings.

130 funds tracked by Wall St. Rank hold MBI as of Q2 2026.

  • Integrated Wealth Concepts held 134 shares of MBIA worth $873 as of Q2 2026.
  • MBIA was a new Integrated Wealth Concepts position in Q2 2026.
  • MBIA made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #5561 holding.
  • 130 funds tracked by Wall St. Rank held MBIA as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.