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Dakota Wealth Management’s MGIC Investment MTG Stock Holding History

Dakota Wealth 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 		$413K Buy
14,659
+5
+0% +$133 0.01% 606
2026
Q1 		$385K Sell
14,654
-794
-5% -$21.2K 0.01% 602
2025
Q4 		$451K Buy
+15,448
New +$434K 0.01% 573

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 $3.37T AUM 44.26% 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

Dakota Wealth Management's MTG Position: Q2 2026 in Review

Dakota Wealth Management increased its MGIC Investment (MTG) stake by 0.03% in Q2 2026, buying an estimated $133 and bringing the position to 14,659 shares worth $413K. The position accounts for 0.01% of the portfolio, ranked #606.

Dakota Wealth Management first reported a position in MTG in Q4 2025 and has held it in 3 quarters since. The position peaked at $451K in Q4 2025. 510 funds tracked by Wall St. Rank hold MTG as of Q2 2026.

  • Dakota Wealth Management held 14,659 shares of MGIC Investment worth $413K as of Q2 2026.
  • Dakota Wealth Management bought 5 MGIC Investment shares in Q2 2026, an estimated $133.
  • MGIC Investment made up 0.01% of Dakota Wealth Management's portfolio in Q2 2026, its #606 holding.
  • Dakota Wealth Management first reported a position in MGIC Investment in Q4 2025 and has held it in 3 quarters since.
  • Dakota Wealth Management's MGIC Investment position peaked at $451K in Q4 2025.
  • 510 funds tracked by Wall St. Rank held MGIC Investment as of Q2 2026.

Based on Dakota Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.