AF
MGA icon

Allworth Financial’s Magna International MGA Stock Holding History

Allworth Financial’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 		$57.2K Buy
1,024
+136
+15% +$7.77K ﹤0.01% 2220
2025
Q4 		$47.3K Buy
888
+263
+42% +$12.9K ﹤0.01% 2235
2025
Q3 		$29.6K Buy
625
+25
+4% +$1.1K ﹤0.01% 2467
2025
Q2 		$23.2K Buy
600
+375
+167% +$13.2K ﹤0.01% 2429
2025
Q1 		$7.68K Buy
225
+74
+49% +$2.84K ﹤0.01% 2546
2024
Q4 		$6.06K Buy
151
+90
+148% +$3.87K ﹤0.01% 2667
2024
Q3 		$2.5K Buy
61
+3
+5% +$125 ﹤0.01% 2863
2024
Q2 		$2.53K Sell
58
-44
-43% -$2.06K ﹤0.01% 2815
2024
Q1 		$5.56K Hold
102
– – ﹤0.01% 2368
2023
Q4 		$6.03K Buy
102
+13
+15% +$701 ﹤0.01% 2193
2023
Q3 		$4.77K Buy
89
+10
+13% +$583 ﹤0.01% 2130
2023
Q2 		$4.46K Buy
79
+60
+316% +$3.18K ﹤0.01% 2158
2023
Q1 		$1.02K Hold
19
– – ﹤0.01% 2664
2022
Q4 		$1.07K Buy
19
+8
+73% +$449 ﹤0.01% 2450
2022
Q3 		$1K Hold
11
– – ﹤0.01% 2434
2022
Q2 		$1K Sell
11
-112
-91% -$6.82K ﹤0.01% 2197
2022
Q1 		$8K Buy
123
+83
+208% +$6.15K ﹤0.01% 1541
2021
Q4 		$3K Buy
+40
New +$3.25K ﹤0.01% 1654
2021
Q2 		– Sell
-26
Closed -$2K – 1627
2021
Q1 		$2K Buy
+26
New +$2.11K ﹤0.01% 1313
2018
Q3 		– Sell
-30
Closed -$2K – 958
2018
Q2 		$2K Buy
+30
New +$1.86K ﹤0.01% 811

Other funds holding MGA

Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
Hotchkis & Wiley Capital Management
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
Bank of Montreal Toronto, Ontario, Canada $245B 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
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return