Rockefeller Capital Management
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Rockefeller Capital Management’s MBIA MBI Stock Holding History

Rockefeller Capital 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 		$6.45K Sell
990
-1,161
-54% -$7K ﹤0.01% 4173
2026
Q1 		$12.7K Buy
2,151
+1,674
+351% +$10.7K ﹤0.01% 3890
2025
Q4 		$3.42K Buy
477
+420
+737% +$3.04K ﹤0.01% 4182
2025
Q3 		$425 Buy
+57
New +$361 ﹤0.01% 4289
2019
Q3 		– Sell
-222
Closed -$2K – 1962
2019
Q2 		$2K Sell
222
-6,115
-96% -$57.1K ﹤0.01% 1552
2019
Q1 		$60K Buy
+6,337
New +$62.2K ﹤0.01% 873

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

Rockefeller Capital Management's MBI Position: Q2 2026 in Review

Rockefeller Capital Management reduced its MBIA (MBI) stake by 54% in Q2 2026, selling an estimated $7K and leaving 990 shares worth $6.45K. The position accounts for ﹤0.01% of the portfolio, ranked #4173.

Rockefeller Capital Management first reported a position in MBI in Q1 2019 and has held it in 6 quarters since. The position peaked at $60K in Q1 2019. 130 funds tracked by Wall St. Rank hold MBI as of Q2 2026.

  • Rockefeller Capital Management held 990 shares of MBIA worth $6.45K as of Q2 2026.
  • Rockefeller Capital Management sold 1,161 MBIA shares in Q2 2026, an estimated $7K.
  • MBIA made up ﹤0.01% of Rockefeller Capital Management's portfolio in Q2 2026, its #4173 holding.
  • Rockefeller Capital Management first reported a position in MBIA in Q1 2019 and has held it in 6 quarters since.
  • Rockefeller Capital Management's MBIA position peaked at $60K in Q1 2019.
  • 130 funds tracked by Wall St. Rank held MBIA as of Q2 2026.

Based on Rockefeller Capital Management's 13F filing for Q2 2026, filed 13 Aug 2026.