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Evoke Wealth’s MGIC Investment MTG Stock Holding History

Evoke Wealth’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
Q1 		– Sell
-8,497
Closed -$248K – 743
2025
Q4 		$248K Buy
8,497
+227
+3% +$6.38K ﹤0.01% 573
2025
Q3 		$235K Buy
8,270
+536
+7% +$14.6K ﹤0.01% 564
2025
Q2 		$215K Buy
+7,734
New +$199K ﹤0.01% 549
2020
Q2 		– Sell
-275
Closed -$1.75K – 1142
2020
Q1 		$1.75K Hold
275
– – ﹤0.01% 828
2019
Q4 		$3.9K Hold
275
– – ﹤0.01% 965
2019
Q3 		$3.46K Buy
+275
New +$3.55K ﹤0.01% 1098

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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 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

Evoke Wealth's MTG Position: Q1 2026 in Review

Evoke Wealth sold out of MGIC Investment (MTG) in Q1 2026, closing a stake of 8,497 shares — an estimated $248K sold.

Evoke Wealth first reported a position in MTG in Q3 2019 and held it in 6 quarters. The position peaked at $248K in Q4 2025. 512 funds tracked by Wall St. Rank hold MTG as of Q1 2026.

  • Evoke Wealth reported no remaining MGIC Investment position as of Q1 2026 after selling out during the quarter.
  • Evoke Wealth sold 8,497 MGIC Investment shares in Q1 2026, an estimated $248K.
  • Evoke Wealth first reported a position in MGIC Investment in Q3 2019 and held it in 6 quarters.
  • Evoke Wealth's MGIC Investment position peaked at $248K in Q4 2025.
  • 512 funds tracked by Wall St. Rank held MGIC Investment as of Q1 2026.

Based on Evoke Wealth's 13F filing for Q1 2026, filed 15 May 2026.