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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
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

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
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 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 $3.37T AUM 44.26% 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

Pinnacle Wealth Planning Services's MTG Position: Q2 2026 in Review

Pinnacle Wealth Planning Services increased its MGIC Investment (MTG) stake by 24% in Q2 2026, buying an estimated $560 and bringing the position to 110 shares worth $3.1K. The position accounts for ﹤0.01% of the portfolio, ranked #2388.

Pinnacle Wealth Planning Services first reported a position in MTG in Q4 2025 and has held it in 3 quarters since. 510 funds tracked by Wall St. Rank hold MTG as of Q2 2026.

  • Pinnacle Wealth Planning Services held 110 shares of MGIC Investment worth $3.1K as of Q2 2026.
  • Pinnacle Wealth Planning Services bought 21 MGIC Investment shares in Q2 2026, an estimated $560.
  • MGIC Investment made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #2388 holding.
  • Pinnacle Wealth Planning Services first reported a position in MGIC Investment in Q4 2025 and has held it in 3 quarters since.
  • 510 funds tracked by Wall St. Rank held MGIC Investment as of Q2 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q2 2026, filed 7 Aug 2026.