RFP
MBI icon

Root Financial Partners’s MBIA MBI Stock Holding History

Root Financial Partners’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 		$361 Buy
+61
New +$389 ﹤0.01% 2976

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

Root Financial Partners's MBI Position: Q1 2026 in Review

Root Financial Partners opened a new position in MBIA (MBI) in Q1 2026: 61 shares worth $361. The stake represents ﹤0.01% of the portfolio and ranks #2976 among its holdings.

133 funds tracked by Wall St. Rank hold MBI as of Q1 2026.

  • Root Financial Partners held 61 shares of MBIA worth $361 as of Q1 2026.
  • MBIA was a new Root Financial Partners position in Q1 2026.
  • MBIA made up ﹤0.01% of Root Financial Partners's portfolio in Q1 2026, its #2976 holding.
  • 133 funds tracked by Wall St. Rank held MBIA as of Q1 2026.

Based on Root Financial Partners's 13F filing for Q1 2026, filed 24 Apr 2026.