GSWM
MTG icon

Golden State Wealth Management’s MGIC Investment MTG Stock Holding History

Golden State 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 		$52.3K Sell
1,853
-64
-3% -$1.71K ﹤0.01% 717
2026
Q1 		$50.3K Hold
1,917
– – 0.01% 679
2025
Q4 		$56K Hold
1,917
– – 0.01% 663
2025
Q3 		$54.4K Hold
1,917
– – 0.01% 650
2025
Q2 		$53.4K Buy
1,917
+1,826
+2,007% +$47K 0.01% 628
2025
Q1 		$2.25K Buy
91
+64
+237% +$1.55K ﹤0.01% 1299
2024
Q4 		$640 Buy
+27
New +$674 ﹤0.01% 1405

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

Golden State Wealth Management's MTG Position: Q2 2026 in Review

Golden State Wealth Management reduced its MGIC Investment (MTG) stake by 3.3% in Q2 2026, selling an estimated $1.71K and leaving 1,853 shares worth $52.3K. The position accounts for ﹤0.01% of the portfolio, ranked #717.

Golden State Wealth Management first reported a position in MTG in Q4 2024 and has held it in 7 quarters since. The position peaked at $56K in Q4 2025. 510 funds tracked by Wall St. Rank hold MTG as of Q2 2026.

  • Golden State Wealth Management held 1,853 shares of MGIC Investment worth $52.3K as of Q2 2026.
  • Golden State Wealth Management sold 64 MGIC Investment shares in Q2 2026, an estimated $1.71K.
  • MGIC Investment made up ﹤0.01% of Golden State Wealth Management's portfolio in Q2 2026, its #717 holding.
  • Golden State Wealth Management first reported a position in MGIC Investment in Q4 2024 and has held it in 7 quarters since.
  • Golden State Wealth Management's MGIC Investment position peaked at $56K in Q4 2025.
  • 510 funds tracked by Wall St. Rank held MGIC Investment as of Q2 2026.

Based on Golden State Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.