Root Financial Partners
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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
Q3 		$332 Buy
+78
New +$409 ﹤0.01% 3370
2026
Q2 		– Sell
-61
Closed -$361 – 2023
2026
Q1 		$361 Buy
+61
New +$389 ﹤0.01% 2976

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Root Financial Partners's MBI Position: Q3 2026 in Review

Root Financial Partners opened a new position in MBIA (MBI) in Q3 2026: 78 shares worth $332. The stake represents ﹤0.01% of the portfolio and ranks #3370 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in MBI as recently as Q1 2026.

Root Financial Partners first reported a position in MBI in Q1 2026 and has held it in 2 quarters since. The position peaked at $361 in Q1 2026. 35 funds tracked by Wall St. Rank hold MBI as of Q3 2026.

  • Root Financial Partners held 78 shares of MBIA worth $332 as of Q3 2026.
  • MBIA was a new Root Financial Partners position in Q3 2026.
  • MBIA made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #3370 holding.
  • Root Financial Partners first reported a position in MBIA in Q1 2026 and has held it in 2 quarters since.
  • Root Financial Partners's MBIA position peaked at $361 in Q1 2026.
  • 35 funds tracked by Wall St. Rank held MBIA as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.