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JPL Wealth Management’s MBIA MBI Stock Holding History

JPL 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
2026
Q1 		$3.78K Buy
+640
New +$4.08K ﹤0.01% 767
2025
Q4 		– Sell
-640
Closed -$4.77K – 700
2025
Q3 		$4.77K Buy
+640
New +$4.06K ﹤0.01% 674

Other funds holding MBI

BlackRock
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
V
ValueWorks New York $367M AUM 59.38% 1-Year Est. Return
HP
Hosking Partners London, United Kingdom $2.79B AUM 58.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
TG
TCW Group Los Angeles, California $13.3B AUM 34.44% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

JPL Wealth Management's MBI Position: Q1 2026 in Review

JPL Wealth Management opened a new position in MBIA (MBI) in Q1 2026: 640 shares worth $3.78K. The stake represents ﹤0.01% of the portfolio and ranks #767 among its holdings. This is a return to the name: JPL Wealth Management previously reported a position in MBI as recently as Q3 2025.

JPL Wealth Management first reported a position in MBI in Q3 2025 and has held it in 2 quarters since. The position peaked at $4.77K in Q3 2025. 133 funds tracked by Wall St. Rank hold MBI as of Q1 2026.

  • JPL Wealth Management held 640 shares of MBIA worth $3.78K as of Q1 2026.
  • MBIA was a new JPL Wealth Management position in Q1 2026.
  • MBIA made up ﹤0.01% of JPL Wealth Management's portfolio in Q1 2026, its #767 holding.
  • JPL Wealth Management first reported a position in MBIA in Q3 2025 and has held it in 2 quarters since.
  • JPL Wealth Management's MBIA position peaked at $4.77K in Q3 2025.
  • 133 funds tracked by Wall St. Rank held MBIA as of Q1 2026.

Based on JPL Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.