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Pinnacle Wealth Planning Services’s Magna International MGA Stock Holding History

Pinnacle Wealth Planning Services’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
Q1 		$4.13K Hold
74
– – ﹤0.01% 2302
2025
Q4 		$3.94K Buy
+74
New +$3.62K ﹤0.01% 2340
2021
Q1 		– Sell
-1,515
Closed -$107K – 1293
2020
Q4 		$107K Buy
+1,515
New +$89.2K 0.03% 444

Other funds holding MGA

Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
AACR
ACR Alpine Capital Research St. Louis, Missouri $6.7B AUM 33.44% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Pinnacle Wealth Planning Services's MGA Position: Q1 2026 in Review

Pinnacle Wealth Planning Services held its Magna International (MGA) position steady in Q1 2026 at 74 shares worth $4.13K. The position accounts for ﹤0.01% of the portfolio, ranked #2302.

Pinnacle Wealth Planning Services first reported a position in MGA in Q4 2020 and has held it in 3 quarters since. The position peaked at $107K in Q4 2020. 440 funds tracked by Wall St. Rank hold MGA as of Q1 2026.

  • Pinnacle Wealth Planning Services held 74 shares of Magna International worth $4.13K as of Q1 2026.
  • Pinnacle Wealth Planning Services left its Magna International share count unchanged in Q1 2026.
  • Magna International made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q1 2026, its #2302 holding.
  • Pinnacle Wealth Planning Services first reported a position in Magna International in Q4 2020 and has held it in 3 quarters since.
  • Pinnacle Wealth Planning Services's Magna International position peaked at $107K in Q4 2020.
  • 440 funds tracked by Wall St. Rank held Magna International as of Q1 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q1 2026, filed 11 May 2026.