Raymond James Financial’s MBIA MBI Stock Holding History

Raymond James Financial’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 Q3	–	Sell	-17,500	Closed	-$76K	–	5995
2025 Q2	$76K	Hold	17,500	–	–	﹤0.01%	4999
2025 Q1	$87.2K	Buy	+17,500	New	+$108K	﹤0.01%	4566

Other funds holding MBI

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

WHCM

Wolf Hill Capital Management Greenwich, Connecticut $1.03B AUM 80.44% 1-Year Est. Return

ValueWorks New York $367M AUM 59.38% 1-Year Est. Return

Hosking Partners London, United Kingdom $2.79B AUM 58.33% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

TCW Group Los Angeles, California $13.3B AUM 34.44% 1-Year Est. Return

KBG

Kahn Brothers Group New York $564M AUM 25.3% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Raymond James Financial's MBI Position: Q3 2025 in Review

Raymond James Financial sold out of MBIA (MBI) in Q3 2025, closing a stake of 17,500 shares — an estimated $76K sold.

Raymond James Financial first reported a position in MBI in Q1 2025 and held it in 2 quarters. The position peaked at $87.2K in Q1 2025. 121 funds tracked by Wall St. Rank hold MBI as of Q3 2025.

Raymond James Financial reported no remaining MBIA position as of Q3 2025 after selling out during the quarter.
Raymond James Financial sold 17,500 MBIA shares in Q3 2025, an estimated $76K.
Raymond James Financial first reported a position in MBIA in Q1 2025 and held it in 2 quarters.
Raymond James Financial's MBIA position peaked at $87.2K in Q1 2025.
121 funds tracked by Wall St. Rank held MBIA as of Q3 2025.

Based on Raymond James Financial's 13F filing for Q3 2025, filed 14 Nov 2025.