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Steinberganna Wealth Management’s MBIA MBI Stock Holding History

Steinberganna Wealth Management’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 		$117K Buy
18,000
+1,900
+12% +$11.4K 0.05% 136
2026
Q1 		$95.2K Buy
16,100
+25
+0.2% +$159 0.05% 129
2025
Q4 		$115K Sell
16,075
-725
-4% -$5.24K 0.05% 124
2025
Q3 		$125K Buy
+16,800
New +$107K 0.06% 128

Other funds holding MBI

KBG
Kahn Brothers Group New York $633M AUM 39.01% 1-Year Est. Return
BlackRock
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
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
V
ValueWorks New York $479M AUM 117.71% 1-Year Est. Return
HP
Hosking Partners London, United Kingdom $3.01B AUM 83.99% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return
TG
TCW Group Los Angeles, California $14.9B AUM 46.29% 1-Year Est. Return

Steinberganna Wealth Management's MBI Position: Q2 2026 in Review

Steinberganna Wealth Management increased its MBIA (MBI) stake by 12% in Q2 2026, buying an estimated $11.4K and bringing the position to 18,000 shares worth $117K. The position accounts for 0.05% of the portfolio, ranked #136.

Steinberganna Wealth Management first reported a position in MBI in Q3 2025 and has held it in 4 quarters since. The position peaked at $125K in Q3 2025. 128 funds tracked by Wall St. Rank hold MBI as of Q2 2026.

  • Steinberganna Wealth Management held 18,000 shares of MBIA worth $117K as of Q2 2026.
  • Steinberganna Wealth Management bought 1,900 MBIA shares in Q2 2026, an estimated $11.4K.
  • MBIA made up 0.05% of Steinberganna Wealth Management's portfolio in Q2 2026, its #136 holding.
  • Steinberganna Wealth Management first reported a position in MBIA in Q3 2025 and has held it in 4 quarters since.
  • Steinberganna Wealth Management's MBIA position peaked at $125K in Q3 2025.
  • 128 funds tracked by Wall St. Rank held MBIA as of Q2 2026.

Based on Steinberganna Wealth Management's 13F filing for Q2 2026, filed 4 Aug 2026.