SFA
MBI icon

Sequoia Financial Advisors’s MBIA MBI Stock Holding History

Sequoia Financial Advisors’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 		$92.2K Buy
+14,140
New +$85.2K ﹤0.01% 2082

Other funds holding MBI

SAM
Seelaus Asset Management Chatham, New Jersey $142M AUM 48.54% 1-Year Est. Return
HIA
Harbor Investment Advisory Lutherville, Maryland $1.43B AUM 30.71% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return
FMP
Financial Management Professionals Austin, Texas $1.05B AUM 21.07% 1-Year Est. Return
TWD
True Wealth Design Akron, Ohio $420M AUM 22.7% 1-Year Est. Return
AT
Arlington Trust Birmingham, Alabama $1.18B AUM 11.55% 1-Year Est. Return

Sequoia Financial Advisors's MBI Position: Q2 2026 in Review

Sequoia Financial Advisors opened a new position in MBIA (MBI) in Q2 2026: 14,140 shares worth $92.2K. The stake represents ﹤0.01% of the portfolio and ranks #2082 among its holdings.

11 funds tracked by Wall St. Rank hold MBI as of Q2 2026.

  • Sequoia Financial Advisors held 14,140 shares of MBIA worth $92.2K as of Q2 2026.
  • MBIA was a new Sequoia Financial Advisors position in Q2 2026.
  • MBIA made up ﹤0.01% of Sequoia Financial Advisors's portfolio in Q2 2026, its #2082 holding.
  • 11 funds tracked by Wall St. Rank held MBIA as of Q2 2026.

Based on Sequoia Financial Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.