Wealthspire Advisors (New York)’s MBIA MBI Stock Holding History

Wealthspire Advisors (New York)’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	-11	Closed	-$82	–	2125
2025 Q3	$82	Buy	+11	New	+$70	﹤0.01%	3006

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

Wealthspire Advisors (New York)'s MBI Position: Q4 2025 in Review

Wealthspire Advisors (New York) sold out of MBIA (MBI) in Q4 2025, closing a stake of 11 shares — an estimated $82 sold.

Wealthspire Advisors (New York) first reported a position in MBI in Q3 2025 and held it in 1 quarter. The position peaked at $82 in Q3 2025. 120 funds tracked by Wall St. Rank hold MBI as of Q4 2025.

Wealthspire Advisors (New York) reported no remaining MBIA position as of Q4 2025 after selling out during the quarter.
Wealthspire Advisors (New York) sold 11 MBIA shares in Q4 2025, an estimated $82.
Wealthspire Advisors (New York) first reported a position in MBIA in Q3 2025 and held it in 1 quarter.
Wealthspire Advisors (New York)'s MBIA position peaked at $82 in Q3 2025.
120 funds tracked by Wall St. Rank held MBIA as of Q4 2025.

Based on Wealthspire Advisors (New York)'s 13F filing for Q4 2025, filed 13 Feb 2026.