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 Q2	$375K	Sell	5,708 -1,454	-20%	-$90.9K	﹤0.01%	1369
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 $34.1B AUM 23.81% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

AACR

ACR Alpine Capital Research St. Louis, Missouri $7.04B AUM 28% 1-Year Est. Return

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

Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return

LBA

Letko, Brosseau & Associates Montreal, Quebec, Canada $6.77B AUM 38.11% 1-Year Est. Return

AE Wealth Management's MGA Position: Q2 2026 in Review

AE Wealth Management reduced its Magna International (MGA) stake by 20% in Q2 2026, selling an estimated $90.9K and leaving 5,708 shares worth $375K. The position accounts for ﹤0.01% of the portfolio, ranked #1369.

AE Wealth Management first reported a position in MGA in Q4 2022 and has held it in 9 quarters since. The position peaked at $400K in Q1 2026. 453 funds tracked by Wall St. Rank hold MGA as of Q2 2026.

AE Wealth Management held 5,708 shares of Magna International worth $375K as of Q2 2026.
AE Wealth Management sold 1,454 Magna International shares in Q2 2026, an estimated $90.9K.
Magna International made up ﹤0.01% of AE Wealth Management's portfolio in Q2 2026, its #1369 holding.
AE Wealth Management first reported a position in Magna International in Q4 2022 and has held it in 9 quarters since.
AE Wealth Management's Magna International position peaked at $400K in Q1 2026.
453 funds tracked by Wall St. Rank held Magna International as of Q2 2026.

Based on AE Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.