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Principal Securities’s MBIA MBI Stock Holding History

Principal Securities’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
Q4 		– Sell
-162
Closed -$1.21K – 2638
2025
Q3 		$1.21K Buy
162
+145
+853% +$919 ﹤0.01% 3360
2025
Q2 		$74 Sell
17
-47
-73% -$208 ﹤0.01% 3655
2025
Q1 		$413 Hold
64
– – ﹤0.01% 3384
2024
Q4 		$413 Sell
64
-6
-9% -$31 ﹤0.01% 3379
2024
Q3 		$250 Sell
70
-6,004
-99% -$24.8K ﹤0.01% 3345
2024
Q2 		$33.3K Buy
6,074
+1,126
+23% +$6.75K ﹤0.01% 1813
2024
Q1 		$33.4K Buy
4,948
+850
+21% +$5.38K ﹤0.01% 1746
2023
Q4 		$25.1K Buy
+4,098
New +$33K ﹤0.01% 1808

Other funds holding MBI

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 Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
TG
TCW Group Los Angeles, California $14.9B AUM 46.29% 1-Year Est. Return
KBG
Kahn Brothers Group New York $633M AUM 39.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Principal Securities's MBI Position: Q4 2025 in Review

Principal Securities sold out of MBIA (MBI) in Q4 2025, closing a stake of 162 shares — an estimated $1.21K sold.

Principal Securities first reported a position in MBI in Q4 2023 and held it in 8 quarters. The position peaked at $33.4K in Q1 2024. 120 funds tracked by Wall St. Rank hold MBI as of Q4 2025.

  • Principal Securities reported no remaining MBIA position as of Q4 2025 after selling out during the quarter.
  • Principal Securities sold 162 MBIA shares in Q4 2025, an estimated $1.21K.
  • Principal Securities first reported a position in MBIA in Q4 2023 and held it in 8 quarters.
  • Principal Securities's MBIA position peaked at $33.4K in Q1 2024.
  • 120 funds tracked by Wall St. Rank held MBIA as of Q4 2025.

Based on Principal Securities's 13F filing for Q4 2025, filed 12 Feb 2026.