Root Financial Partners
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Root Financial Partners’s Magna International MGA Stock Holding History

Root Financial Partners’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
Q3 		$8.15K Buy
+128
New +$8.53K ﹤0.01% 2016
2026
Q2 		– Sell
-20
Closed -$1.12K – 2057
2026
Q1 		$1.12K Buy
20
+10
+100% +$571 ﹤0.01% 2570
2025
Q4 		$533 Buy
+10
New +$489 ﹤0.01% 2198

Other funds holding MGA

Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 26.62% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $144B AUM 22.91% 1-Year Est. Return
ACR Alpine Capital Research
ACR Alpine Capital Research St. Louis, Missouri $7.35B AUM 21.37% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
ARGA Investment Management
ARGA Investment Management Stamford, Connecticut $3.94B AUM 28.9% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Letko, Brosseau & Associates
Letko, Brosseau & Associates Montreal, Quebec, Canada $6.9B AUM 29.83% 1-Year Est. Return

Root Financial Partners's MGA Position: Q3 2026 in Review

Root Financial Partners opened a new position in Magna International (MGA) in Q3 2026: 128 shares worth $8.15K. The stake represents ﹤0.01% of the portfolio and ranks #2016 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in MGA as recently as Q1 2026.

Root Financial Partners first reported a position in MGA in Q4 2025 and has held it in 3 quarters since. 391 funds tracked by Wall St. Rank hold MGA as of Q3 2026.

  • Root Financial Partners held 128 shares of Magna International worth $8.15K as of Q3 2026.
  • Magna International was a new Root Financial Partners position in Q3 2026.
  • Magna International made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #2016 holding.
  • Root Financial Partners first reported a position in Magna International in Q4 2025 and has held it in 3 quarters since.
  • 391 funds tracked by Wall St. Rank held Magna International as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.