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Cornerstone Financial Management’s MGIC Investment MTG Stock Holding History

Cornerstone Financial Management’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 		$2K Sell
71
-19
-21% -$506 ﹤0.01% 850
2026
Q1 		$2.36K Sell
90
-10
-10% -$267 ﹤0.01% 679
2025
Q4 		$2.92K Buy
+100
New +$2.81K ﹤0.01% 565

Other funds holding MTG

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $123B AUM 45.23% 1-Year Est. Return

Cornerstone Financial Management's MTG Position: Q2 2026 in Review

Cornerstone Financial Management reduced its MGIC Investment (MTG) stake by 21% in Q2 2026, selling an estimated $506 and leaving 71 shares worth $2K. The position accounts for ﹤0.01% of the portfolio, ranked #850.

Cornerstone Financial Management first reported a position in MTG in Q4 2025 and has held it in 3 quarters since. The position peaked at $2.92K in Q4 2025. 510 funds tracked by Wall St. Rank hold MTG as of Q2 2026.

  • Cornerstone Financial Management held 71 shares of MGIC Investment worth $2K as of Q2 2026.
  • Cornerstone Financial Management sold 19 MGIC Investment shares in Q2 2026, an estimated $506.
  • MGIC Investment made up ﹤0.01% of Cornerstone Financial Management's portfolio in Q2 2026, its #850 holding.
  • Cornerstone Financial Management first reported a position in MGIC Investment in Q4 2025 and has held it in 3 quarters since.
  • Cornerstone Financial Management's MGIC Investment position peaked at $2.92K in Q4 2025.
  • 510 funds tracked by Wall St. Rank held MGIC Investment as of Q2 2026.

Based on Cornerstone Financial Management's 13F filing for Q2 2026, filed 12 Aug 2026.