Institute for Wealth Management’s Magna International MGA Stock Holding History

Institute for Wealth Management’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 Q2	$3.94K	Buy	+60	New	+$3.75K	﹤0.01%	1492
2024 Q1	–	Sell	-3,683	Closed	-$218K	–	520
2023 Q4	$218K	Buy	+3,683	New	+$199K	0.04%	444

Other funds holding MGA

Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

AACR

ACR Alpine Capital Research St. Louis, Missouri $7.04B AUM 28% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return

LBA

Letko, Brosseau & Associates Montreal, Quebec, Canada $6.77B AUM 38.11% 1-Year Est. Return

Institute for Wealth Management's MGA Position: Q2 2026 in Review

Institute for Wealth Management opened a new position in Magna International (MGA) in Q2 2026: 60 shares worth $3.94K. The stake represents ﹤0.01% of the portfolio and ranks #1492 among its holdings. This is a return to the name: Institute for Wealth Management previously reported a position in MGA as recently as Q4 2023.

Institute for Wealth Management first reported a position in MGA in Q4 2023 and has held it in 2 quarters since. The position peaked at $218K in Q4 2023. 453 funds tracked by Wall St. Rank hold MGA as of Q2 2026.

Institute for Wealth Management held 60 shares of Magna International worth $3.94K as of Q2 2026.
Magna International was a new Institute for Wealth Management position in Q2 2026.
Magna International made up ﹤0.01% of Institute for Wealth Management's portfolio in Q2 2026, its #1492 holding.
Institute for Wealth Management first reported a position in Magna International in Q4 2023 and has held it in 2 quarters since.
Institute for Wealth Management's Magna International position peaked at $218K in Q4 2023.
453 funds tracked by Wall St. Rank held Magna International as of Q2 2026.

Based on Institute for Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.