KAS
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Kestra Advisory Services’s MGIC Investment MTG Stock Holding History

Kestra Advisory Services’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
-2,709
Closed -$79.2K – 3922
2025
Q4 		$79.2K Buy
+2,709
New +$76.1K ﹤0.01% 3605
2023
Q1 		– Sell
-14,421
Closed -$187K – 2230
2022
Q4 		$187K Buy
+14,421
New +$190K ﹤0.01% 2040

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 $3.38T AUM 44.17% 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

Kestra Advisory Services's MTG Position: Q1 2026 in Review

Kestra Advisory Services sold out of MGIC Investment (MTG) in Q1 2026, closing a stake of 2,709 shares — an estimated $79.2K sold.

Kestra Advisory Services first reported a position in MTG in Q4 2022 and held it in 2 quarters. The position peaked at $187K in Q4 2022. 512 funds tracked by Wall St. Rank hold MTG as of Q1 2026.

  • Kestra Advisory Services reported no remaining MGIC Investment position as of Q1 2026 after selling out during the quarter.
  • Kestra Advisory Services sold 2,709 MGIC Investment shares in Q1 2026, an estimated $79.2K.
  • Kestra Advisory Services first reported a position in MGIC Investment in Q4 2022 and held it in 2 quarters.
  • Kestra Advisory Services's MGIC Investment position peaked at $187K in Q4 2022.
  • 512 funds tracked by Wall St. Rank held MGIC Investment as of Q1 2026.

Based on Kestra Advisory Services's 13F filing for Q1 2026, filed 30 Apr 2026.