AE Wealth Management’s Magna International MGA Stock Holding History

AE Wealth Management’s Portfolio MGA Stock Details MGA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$400K	Buy	7,162 +1,970	+38%	+$113K	﹤0.01%	1219
2025 Q4	$277K	Buy	5,192 +771	+17%	+$37.7K	﹤0.01%	1353
2025 Q3	$209K	Buy	+4,421	New	+$195K	﹤0.01%	1376
2024 Q1	–	Sell	-3,776	Closed	-$210K	–	1660
2023 Q4	$210K	Sell	3,776 -561	-13%	-$30.3K	﹤0.01%	1870
2023 Q3	$233K	Buy	4,337 +695	+19%	+$40.5K	﹤0.01%	1718
2023 Q2	$206K	Sell	3,642 -115	-3%	-$6.1K	﹤0.01%	1738
2023 Q1	$201K	Sell	3,757 -569	-13%	-$32.9K	﹤0.01%	1740
2022 Q4	$243K	Buy	+4,326	New	+$243K	﹤0.01%	1593

Other funds holding MGA

Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

AACR

ACR Alpine Capital Research St. Louis, Missouri $6.7B AUM 33.44% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

AE Wealth Management's MGA Position: Q1 2026 in Review

AE Wealth Management increased its Magna International (MGA) stake by 38% in Q1 2026, buying an estimated $113K and bringing the position to 7,162 shares worth $400K. The position accounts for ﹤0.01% of the portfolio, ranked #1219.

AE Wealth Management first reported a position in MGA in Q4 2022 and has held it in 8 quarters since. 440 funds tracked by Wall St. Rank hold MGA as of Q1 2026.

AE Wealth Management held 7,162 shares of Magna International worth $400K as of Q1 2026.
AE Wealth Management bought 1,970 Magna International shares in Q1 2026, an estimated $113K.
Magna International made up ﹤0.01% of AE Wealth Management's portfolio in Q1 2026, its #1219 holding.
AE Wealth Management first reported a position in Magna International in Q4 2022 and has held it in 8 quarters since.
440 funds tracked by Wall St. Rank held Magna International as of Q1 2026.

Based on AE Wealth Management's 13F filing for Q1 2026, filed 13 May 2026.