Soltis Investment Advisors’s MBIA MBI Stock Holding History

Soltis Investment 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
2025 Q4	–	Sell	-10,991	Closed	-$81.9K	–	541
2025 Q3	$81.9K	Buy	+10,991	New	+$69.7K	0.01%	471

Other funds holding MBI

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

WHCM

Wolf Hill Capital Management Greenwich, Connecticut $1.03B AUM 80.44% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

ValueWorks New York $367M AUM 59.38% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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

KBG

Kahn Brothers Group New York $564M AUM 25.3% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Soltis Investment Advisors's MBI Position: Q4 2025 in Review

Soltis Investment Advisors sold out of MBIA (MBI) in Q4 2025, closing a stake of 10,991 shares — an estimated $81.9K sold.

Soltis Investment Advisors first reported a position in MBI in Q3 2025 and held it in 1 quarter. The position peaked at $81.9K in Q3 2025. 120 funds tracked by Wall St. Rank hold MBI as of Q4 2025.

Soltis Investment Advisors reported no remaining MBIA position as of Q4 2025 after selling out during the quarter.
Soltis Investment Advisors sold 10,991 MBIA shares in Q4 2025, an estimated $81.9K.
Soltis Investment Advisors first reported a position in MBIA in Q3 2025 and held it in 1 quarter.
Soltis Investment Advisors's MBIA position peaked at $81.9K in Q3 2025.
120 funds tracked by Wall St. Rank held MBIA as of Q4 2025.

Based on Soltis Investment Advisors's 13F filing for Q4 2025, filed 5 Feb 2026.