Pacific Capital Wealth Advisors’s MGIC Investment MTG Stock Holding History

Pacific Capital 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
2025 Q1	–	Sell	-1,592	Closed	-$37.7K	–	263
2024 Q4	$37.7K	Hold	1,592	–	–	0.01%	169
2024 Q3	$40.8K	Hold	1,592	–	–	0.01%	177
2024 Q2	$34.3K	Hold	1,592	–	–	0.01%	188
2024 Q1	$35.6K	Hold	1,592	–	–	0.01%	159
2023 Q4	$30.7K	Buy	+1,592	New	+$28.2K	0.01%	170
2020 Q4	–	Sell	-2,142	Closed	-$19K	–	147
2020 Q3	$19K	Buy	+2,142	New	+$18.3K	0.01%	148

Other funds holding MTG

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

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

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Pacific Capital Wealth Advisors's MTG Position: Q1 2025 in Review

Pacific Capital Wealth Advisors sold out of MGIC Investment (MTG) in Q1 2025, closing a stake of 1,592 shares — an estimated $37.7K sold.

Pacific Capital Wealth Advisors first reported a position in MTG in Q3 2020 and held it in 6 quarters. The position peaked at $40.8K in Q3 2024. 444 funds tracked by Wall St. Rank hold MTG as of Q1 2025.

Pacific Capital Wealth Advisors reported no remaining MGIC Investment position as of Q1 2025 after selling out during the quarter.
Pacific Capital Wealth Advisors sold 1,592 MGIC Investment shares in Q1 2025, an estimated $37.7K.
Pacific Capital Wealth Advisors first reported a position in MGIC Investment in Q3 2020 and held it in 6 quarters.
Pacific Capital Wealth Advisors's MGIC Investment position peaked at $40.8K in Q3 2024.
444 funds tracked by Wall St. Rank held MGIC Investment as of Q1 2025.

Based on Pacific Capital Wealth Advisors's 13F filing for Q1 2025, filed 18 Apr 2025.