Creative Planning
MGA icon

Creative Planning’s Magna International MGA Stock Holding History

Creative Planning’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 		$12.9M Buy
231,064
+56,810
+33% +$3.24M 0.01% 588
2025
Q4 		$9.29M Buy
174,254
+78,808
+83% +$3.85M 0.01% 653
2025
Q3 		$4.52M Buy
95,446
+37,029
+63% +$1.63M ﹤0.01% 944
2025
Q2 		$2.26M Buy
58,417
+15,253
+35% +$539K ﹤0.01% 1228
2025
Q1 		$1.47M Sell
43,164
-9,119
-17% -$350K ﹤0.01% 1415
2024
Q4 		$2.18M Buy
52,283
+16,374
+46% +$703K ﹤0.01% 1079
2024
Q3 		$1.47M Buy
35,909
+9,695
+37% +$405K ﹤0.01% 1255
2024
Q2 		$1.1M Buy
26,214
+4,671
+22% +$218K ﹤0.01% 1343
2024
Q1 		$1.17M Sell
21,543
-300
-1% -$16.6K ﹤0.01% 1229
2023
Q4 		$1.29M Sell
21,843
-18,517
-46% -$999K ﹤0.01% 1107
2023
Q3 		$2.16M Buy
40,360
+884
+2% +$51.5K ﹤0.01% 822
2023
Q2 		$2.23M Buy
39,476
+30,936
+362% +$1.64M ﹤0.01% 769
2023
Q1 		$457K Sell
8,540
-28,057
-77% -$1.62M ﹤0.01% 1520
2022
Q4 		$2.06M Buy
36,597
+730
+2% +$41K ﹤0.01% 739
2022
Q3 		$1.7M Buy
35,867
+1,986
+6% +$116K ﹤0.01% 751
2022
Q2 		$1.86M Buy
33,881
+69
+0.2% +$4.2K ﹤0.01% 743
2022
Q1 		$2.17M Sell
33,812
-9,615
-22% -$712K ﹤0.01% 689
2021
Q4 		$3.52M Sell
43,427
-961
-2% -$78.2K 0.01% 517
2021
Q3 		$3.34M Sell
44,388
-46
-0.1% -$3.79K 0.01% 528
2021
Q2 		$4.12M Sell
44,434
-431
-1% -$41.1K 0.01% 459
2021
Q1 		$3.95M Sell
44,865
-450
-1% -$36.5K 0.01% 475
2020
Q4 		$3.21M Buy
45,315
+500
+1% +$29.4K 0.01% 490
2020
Q3 		$2.05M Sell
44,815
-306
-0.7% -$14.7K 0.01% 554
2020
Q2 		$2.01M Sell
45,121
-16,023
-26% -$633K 0.01% 494
2020
Q1 		$1.95M Buy
61,144
+45,442
+289% +$2.1M 0.01% 443
2019
Q4 		$861K Sell
15,702
-271
-2% -$14.7K ﹤0.01% 859
2019
Q3 		$852K Buy
15,973
+630
+4% +$31.4K ﹤0.01% 829
2019
Q2 		$763K Sell
15,343
-400
-3% -$19.8K ﹤0.01% 878
2019
Q1 		$767K Buy
15,743
+71
+0.5% +$3.58K ﹤0.01% 838
2018
Q4 		$712K Sell
15,672
-1,294
-8% -$62.7K ﹤0.01% 802
2018
Q3 		$891K Sell
16,966
-473
-3% -$26.6K ﹤0.01% 810
2018
Q2 		$1.01M Buy
17,439
+187
+1% +$11.6K ﹤0.01% 742
2018
Q1 		$972K Sell
17,252
-708
-4% -$39.5K ﹤0.01% 756
2017
Q4 		$1.02M Buy
17,960
+1,948
+12% +$107K ﹤0.01% 722
2017
Q3 		$855K Buy
16,012
+500
+3% +$24.2K ﹤0.01% 794
2017
Q2 		$719K Buy
15,512
+11,257
+265% +$489K ﹤0.01% 838
2017
Q1 		$184K Sell
4,255
-899
-17% -$39.3K ﹤0.01% 1545
2016
Q4 		$224K Buy
5,154
+1,256
+32% +$52.8K ﹤0.01% 1355
2016
Q3 		$167K Sell
3,898
-164
-4% -$6.46K ﹤0.01% 1504
2016
Q2 		$142K Sell
4,062
-1,238
-23% -$49.9K ﹤0.01% 1445
2016
Q1 		$228K Buy
5,300
+160
+3% +$5.95K ﹤0.01% 1144
2015
Q4 		$208K Buy
5,140
+944
+22% +$43.9K ﹤0.01% 1173
2015
Q3 		$201K Buy
+4,196
New +$217K ﹤0.01% 1190
2015
Q2 		– Sell
-4,973
Closed -$267K – 2222
2015
Q1 		$267K Sell
4,973
-1,211
-20% -$62.4K ﹤0.01% 1053
2014
Q4 		$336K Buy
6,184
+442
+8% +$22.4K ﹤0.01% 883
2014
Q3 		$272K Buy
5,742
+2,672
+87% +$146K ﹤0.01% 914
2014
Q2 		$165K Sell
3,070
-1,336
-30% -$68K ﹤0.01% 1138
2014
Q1 		$212K Sell
4,406
-138
-3% -$6.13K ﹤0.01% 970
2013
Q4 		$186K Sell
4,544
-212
-4% -$8.77K ﹤0.01% 899
2013
Q3 		$196K Buy
4,756
+3,722
+360% +$146K ﹤0.01% 781
2013
Q2 		$37K Buy
+1,034
New +$32.8K ﹤0.01% 1547

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 $570B 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 $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
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

Creative Planning's MGA Position: Q1 2026 in Review

Creative Planning increased its Magna International (MGA) stake by 33% in Q1 2026, buying an estimated $3.24M and bringing the position to 231,064 shares worth $12.9M. The position accounts for 0.01% of the portfolio, ranked #588.

Creative Planning first reported a position in MGA in Q2 2013 and has held it in 51 quarters since. 440 funds tracked by Wall St. Rank hold MGA as of Q1 2026.

  • Creative Planning held 231,064 shares of Magna International worth $12.9M as of Q1 2026.
  • Creative Planning bought 56,810 Magna International shares in Q1 2026, an estimated $3.24M.
  • Magna International made up 0.01% of Creative Planning's portfolio in Q1 2026, its #588 holding.
  • Creative Planning first reported a position in Magna International in Q2 2013 and has held it in 51 quarters since.
  • 440 funds tracked by Wall St. Rank held Magna International as of Q1 2026.

Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.