JFS Wealth Advisors’s MGIC Investment MTG Stock Holding History

JFS Wealth Advisors’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	$13.6K	Buy	483 +14	+3%	+$373	﹤0.01%	878
2026 Q1	$12.3K	Buy	469 +12	+3%	+$321	﹤0.01%	871
2025 Q4	$13.4K	Buy	457 +108	+31%	+$3.03K	﹤0.01%	877
2025 Q3	$9.9K	Hold	349	–	–	﹤0.01%	904
2025 Q2	$9.72K	Hold	349	–	–	﹤0.01%	871
2025 Q1	$8.65K	Hold	349	–	–	﹤0.01%	925
2024 Q4	$8.28K	Hold	349	–	–	﹤0.01%	916
2024 Q3	$8.94K	Buy	349 +10	+3%	+$241	﹤0.01%	895
2024 Q2	$7.31K	Hold	339	–	–	﹤0.01%	900
2024 Q1	$7.58K	Hold	339	–	–	﹤0.01%	912
2023 Q4	$6.54K	Buy	339 +2	+0.6%	+$35	﹤0.01%	949
2023 Q3	$5.63K	Buy	337 +21	+7%	+$357	﹤0.01%	948
2023 Q2	$4.99K	Buy	316 +29	+10%	+$430	﹤0.01%	1006
2023 Q1	$3.85K	Sell	287 -3	-1%	-$40	﹤0.01%	1098
2022 Q4	$3.77K	Buy	290 +7	+2%	+$92	﹤0.01%	1108
2022 Q3	$4K	Sell	283 -140	-33%	-$1.96K	﹤0.01%	1086
2022 Q2	$5K	Buy	423 +211	+100%	+$2.77K	﹤0.01%	996
2022 Q1	$3K	Buy	212 +105	+98%	+$1.57K	﹤0.01%	1280
2021 Q4	$2K	Buy	+107	New	+$1.62K	﹤0.01%	1112

Other funds holding MTG

Assenagon Asset Management

Assenagon Asset Management Senningerberg, Luxembourg $77B AUM 50.57% 1-Year Est. Return

Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return

CWA Asset Management Group Naples, Florida $3.25B AUM 34.07% 1-Year Est. Return

Bank of New Hampshire Laconia, New Hampshire $479M AUM 31.52% 1-Year Est. Return

Handelsbanken Fonder

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Red Door Wealth Management Memphis, Tennessee $1.1B AUM 31.77% 1-Year Est. Return

Chickasaw Capital Management Memphis, Tennessee $2.78B AUM 20.87% 1-Year Est. Return

Mechanics Bank - Trust Department Walnut Creek, California $808M AUM 23.44% 1-Year Est. Return

QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return