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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
Q2 		$4.23K Buy
649
+9
+1% +$54 ﹤0.01% 821
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

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

JPL Wealth Management's MBI Position: Q2 2026 in Review

JPL Wealth Management increased its MBIA (MBI) stake by 1.4% in Q2 2026, buying an estimated $54 and bringing the position to 649 shares worth $4.23K. The position accounts for ﹤0.01% of the portfolio, ranked #821.

JPL Wealth Management first reported a position in MBI in Q3 2025 and has held it in 3 quarters since. The position peaked at $4.77K in Q3 2025. 130 funds tracked by Wall St. Rank hold MBI as of Q2 2026.

  • JPL Wealth Management held 649 shares of MBIA worth $4.23K as of Q2 2026.
  • JPL Wealth Management bought 9 MBIA shares in Q2 2026, an estimated $54.
  • MBIA made up ﹤0.01% of JPL Wealth Management's portfolio in Q2 2026, its #821 holding.
  • JPL Wealth Management first reported a position in MBIA in Q3 2025 and has held it in 3 quarters since.
  • JPL Wealth Management's MBIA position peaked at $4.77K in Q3 2025.
  • 130 funds tracked by Wall St. Rank held MBIA as of Q2 2026.

Based on JPL Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.