Institute for Wealth Management’s Magnolia Oil & Gas MGY Stock Holding History

Institute for Wealth Management’s Portfolio MGY Stock Details MGY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$31.1K	Buy	+1,217	New	+$34.8K	﹤0.01%	1009

Other funds holding MGY

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

BTW

Boston Trust Walden Boston, Massachusetts $13.1B AUM 24.63% 1-Year Est. Return

SIMG

Stephens Investment Management Group Houston, Texas $9.33B AUM 56.1% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

CCA

Conestoga Capital Advisors Wayne, Pennsylvania $4.6B AUM 16.08% 1-Year Est. Return

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

Institute for Wealth Management opened a new position in Magnolia Oil & Gas (MGY) in Q2 2026: 1,217 shares worth $31.1K. The stake represents ﹤0.01% of the portfolio and ranks #1009 among its holdings.

187 funds tracked by Wall St. Rank hold MGY as of Q2 2026.

Institute for Wealth Management held 1,217 shares of Magnolia Oil & Gas worth $31.1K as of Q2 2026.
Magnolia Oil & Gas was a new Institute for Wealth Management position in Q2 2026.
Magnolia Oil & Gas made up ﹤0.01% of Institute for Wealth Management's portfolio in Q2 2026, its #1009 holding.
187 funds tracked by Wall St. Rank held Magnolia Oil & Gas as of Q2 2026.

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