Truist Financial
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Truist Financial’s MBIA MBI Stock Holding History

Truist Financial’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
2021
Q1 		– Sell
-22,500
Closed -$148K – 2698
2020
Q4 		$148K Sell
22,500
-584
-3% -$3.8K ﹤0.01% 2432
2020
Q3 		$140K Sell
23,084
-60
-0.3% -$443 ﹤0.01% 2323
2020
Q2 		$168K Hold
23,144
– – ﹤0.01% 2228
2020
Q1 		$166K Sell
23,144
-1,250
-5% -$10.6K ﹤0.01% 2167
2019
Q4 		$227K Buy
+24,394
New +$232K ﹤0.01% 2299
2015
Q3 		– Sell
-2,760
Closed -$17K – 847
2015
Q2 		$17K Buy
+2,760
New +$24.9K ﹤0.01% 812

Other funds holding MBI

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
KBG
Kahn Brothers Group New York $564M AUM 25.3% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
HP
Hosking Partners London, United Kingdom $2.79B AUM 58.33% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
LCOV
London Company of Virginia Richmond, Virginia $16.2B AUM 17.5% 1-Year Est. Return
DKCM
Davidson Kempner Capital Management New York $7.33B AUM 56.47% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
V
ValueWorks New York $367M AUM 59.38% 1-Year Est. Return
SCA
Southpoint Capital Advisors New York $4.86B AUM 34.09% 1-Year Est. Return

Truist Financial's MBI Position: Q1 2021 in Review

Truist Financial sold out of MBIA (MBI) in Q1 2021, closing a stake of 22,500 shares — an estimated $148K sold.

Truist Financial first reported a position in MBI in Q2 2015 and held it in 6 quarters. The position peaked at $227K in Q4 2019. 118 funds tracked by Wall St. Rank hold MBI as of Q1 2021.

  • Truist Financial reported no remaining MBIA position as of Q1 2021 after selling out during the quarter.
  • Truist Financial sold 22,500 MBIA shares in Q1 2021, an estimated $148K.
  • Truist Financial first reported a position in MBIA in Q2 2015 and held it in 6 quarters.
  • Truist Financial's MBIA position peaked at $227K in Q4 2019.
  • 118 funds tracked by Wall St. Rank held MBIA as of Q1 2021.

Based on Truist Financial's 13F filing for Q1 2021, filed 17 May 2021.