SageView Advisory Group’s MBIA MBI Stock Holding History

SageView Advisory Group’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	–	Sell	-1,000	Closed	-$7.16K	–	1674
2025 Q4	$7.16K	Buy	+1,000	New	+$7.23K	﹤0.01%	1838

Other funds holding MBI

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

KBG

Kahn Brothers Group New York $633M AUM 39.01% 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

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

SageView Advisory Group's MBI Position: Q1 2026 in Review

SageView Advisory Group sold out of MBIA (MBI) in Q1 2026, closing a stake of 1,000 shares — an estimated $7.16K sold.

SageView Advisory Group first reported a position in MBI in Q4 2025 and held it in 1 quarter. The position peaked at $7.16K in Q4 2025. 134 funds tracked by Wall St. Rank hold MBI as of Q1 2026.

SageView Advisory Group reported no remaining MBIA position as of Q1 2026 after selling out during the quarter.
SageView Advisory Group sold 1,000 MBIA shares in Q1 2026, an estimated $7.16K.
SageView Advisory Group first reported a position in MBIA in Q4 2025 and held it in 1 quarter.
SageView Advisory Group's MBIA position peaked at $7.16K in Q4 2025.
134 funds tracked by Wall St. Rank held MBIA as of Q1 2026.

Based on SageView Advisory Group's 13F filing for Q1 2026, filed 10 Aug 2026.