Action Point Financial Planning’s MGIC Investment MTG Stock Holding History

Action Point Financial Planning’s Portfolio MTG Stock Details MTG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$5.81K	Buy	+210	New	+$5.6K	﹤0.01%	1740

Other funds holding MTG

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Action Point Financial Planning's MTG Position: Q2 2026 in Review

Action Point Financial Planning opened a new position in MGIC Investment (MTG) in Q2 2026: 210 shares worth $5.81K. The stake represents ﹤0.01% of the portfolio and ranks #1740 among its holdings.

505 funds tracked by Wall St. Rank hold MTG as of Q2 2026.

Action Point Financial Planning held 210 shares of MGIC Investment worth $5.81K as of Q2 2026.
MGIC Investment was a new Action Point Financial Planning position in Q2 2026.
MGIC Investment made up ﹤0.01% of Action Point Financial Planning's portfolio in Q2 2026, its #1740 holding.
505 funds tracked by Wall St. Rank held MGIC Investment as of Q2 2026.

Based on Action Point Financial Planning's 13F filing for Q2 2026, filed 14 Aug 2026.