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 Q2	–	Sell	-61	Closed	-$361	–	2023
2026 Q1	$361	Buy	+61	New	+$389	﹤0.01%	2976

Other funds holding MBI

KBG

Kahn Brothers Group New York $633M AUM 39.01% 1-Year Est. Return

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 Malvern, Pennsylvania $4.68T AUM

ValueWorks New York $479M AUM 117.71% 1-Year Est. Return

Hosking Partners London, United Kingdom $3.01B AUM 83.99% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return

TCW Group Los Angeles, California $14.9B AUM 46.29% 1-Year Est. Return

Root Financial Partners's MBI Position: Q2 2026 in Review

Root Financial Partners sold out of MBIA (MBI) in Q2 2026, closing a stake of 61 shares — an estimated $361 sold.

Root Financial Partners first reported a position in MBI in Q1 2026 and held it in 1 quarter. The position peaked at $361 in Q1 2026. 129 funds tracked by Wall St. Rank hold MBI as of Q2 2026.

Root Financial Partners reported no remaining MBIA position as of Q2 2026 after selling out during the quarter.
Root Financial Partners sold 61 MBIA shares in Q2 2026, an estimated $361.
Root Financial Partners first reported a position in MBIA in Q1 2026 and held it in 1 quarter.
Root Financial Partners's MBIA position peaked at $361 in Q1 2026.
129 funds tracked by Wall St. Rank held MBIA as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.