Pinnacle Wealth Planning Services
MTG icon

Pinnacle Wealth Planning Services’s MGIC Investment MTG Stock Holding History

Pinnacle Wealth Planning 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
Q3 		$2.84K Hold
110
– – ﹤0.01% 2410
2026
Q2 		$3.1K Buy
110
+21
+24% +$560 ﹤0.01% 2388
2026
Q1 		$2.34K Hold
89
– – ﹤0.01% 2418
2025
Q4 		$2.6K Buy
+89
New +$2.5K ﹤0.01% 2425

Other funds holding MTG

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LSV Asset Management
LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Virginia Retirement Systems
Virginia Retirement Systems Richmond, Virginia $16.3B AUM 35.33% 1-Year Est. Return
Arbejdsmarkedets Tillaegspension
Arbejdsmarkedets Tillaegspension Hilleroed $3.93B AUM 7.98% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Pinnacle Wealth Planning Services's MTG Position: Q3 2026 in Review

Pinnacle Wealth Planning Services held its MGIC Investment (MTG) position steady in Q3 2026 at 110 shares worth $2.84K. The position accounts for ﹤0.01% of the portfolio, ranked #2410.

Pinnacle Wealth Planning Services first reported a position in MTG in Q4 2025 and has held it in 4 quarters since. The position peaked at $3.1K in Q2 2026. 234 funds tracked by Wall St. Rank hold MTG as of Q3 2026.

  • Pinnacle Wealth Planning Services held 110 shares of MGIC Investment worth $2.84K as of Q3 2026.
  • Pinnacle Wealth Planning Services left its MGIC Investment share count unchanged in Q3 2026.
  • MGIC Investment made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q3 2026, its #2410 holding.
  • Pinnacle Wealth Planning Services first reported a position in MGIC Investment in Q4 2025 and has held it in 4 quarters since.
  • Pinnacle Wealth Planning Services's MGIC Investment position peaked at $3.1K in Q2 2026.
  • 234 funds tracked by Wall St. Rank held MGIC Investment as of Q3 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q3 2026, filed 27 Oct 2026.