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Wealth Enhancement Trust Services’s MBIA MBI Stock Holding History

Wealth Enhancement Trust Services’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 		$274 Buy
+42
New +$253 ﹤0.01% 1322

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Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
State Street
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TG
TCW Group Los Angeles, California $14.9B AUM 46.29% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return
CAM
Chou Associates Management Toronto, Ontario, Canada $217M AUM 23.58% 1-Year Est. Return
JEST
JTC Employer Solutions Trustee St Helier, Jersey $1.25B AUM 41.83% 1-Year Est. Return
AFA
Alta Fundamental Advisers New York $333M AUM 102.25% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Wealth Enhancement Trust Services's MBI Position: Q2 2026 in Review

Wealth Enhancement Trust Services opened a new position in MBIA (MBI) in Q2 2026: 42 shares worth $274. The stake represents ﹤0.01% of the portfolio and ranks #1322 among its holdings.

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

  • Wealth Enhancement Trust Services held 42 shares of MBIA worth $274 as of Q2 2026.
  • MBIA was a new Wealth Enhancement Trust Services position in Q2 2026.
  • MBIA made up ﹤0.01% of Wealth Enhancement Trust Services's portfolio in Q2 2026, its #1322 holding.
  • 70 funds tracked by Wall St. Rank held MBIA as of Q2 2026.

Based on Wealth Enhancement Trust Services's 13F filing for Q2 2026, filed 15 Jul 2026.