MBI β€” MBIA INC

Ownership history in STEINBERGANNA WEALTH MANAGEMENT  Β·  3 quarters on record

AI Ownership Summary

STEINBERGANNA WEALTH MANAGEMENT reported MBIA INC (MBI) in 3 quarterly 13F filings from 2025 Q3 through 2026 Q1. Peak portfolio weight reached 0.06% in 2025 Q3. The latest visible filing shows MBI at 0.05% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this MBI ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was STEINBERGANNA WEALTH MANAGEMENT's position in MBIA INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

MBI was reported at 0.05% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.06% in 2025 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q3 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How STEINBERGANNA WEALTH MANAGEMENT held MBI β€” position size vs. price
% of Fund (quarterly)    MBI price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 3 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED 16,100 +25 +0.2% 0.05% $95K 2026-04-15 $5.97
2025 Q4 REDUCED 16,075 -725 -4.3% 0.05% $115K 2026-01-26 $6.40
2025 Q3 INITIATED 16,800 β€” β€” 0.06% $125K 2025-10-23 $6.85

FAQ About STEINBERGANNA WEALTH MANAGEMENT and MBI

These are the practical questions this page is built to answer before you even open the full history table.

How long has STEINBERGANNA WEALTH MANAGEMENT reported owning MBI?

STEINBERGANNA WEALTH MANAGEMENT reported MBI across 3 quarterly 13F filings, from 2025 Q3 through 2026 Q1.

What was the largest reported MBI position in STEINBERGANNA WEALTH MANAGEMENT's portfolio?

The largest reported portfolio weight for MBI was 0.06% in 2025 Q3.

What is the latest reported MBI position on this page?

The most recent filing on this page is 2026 Q1, when STEINBERGANNA WEALTH MANAGEMENT reported 16,100 shares, equal to 0.05% of portfolio, with an estimated market value of $95K.

What does the chart on this MBI ownership page compare?

The chart compares STEINBERGANNA WEALTH MANAGEMENT's quarterly MBI portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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