RFP
MGY icon

Root Financial Partners’s Magnolia Oil & Gas MGY Stock Holding History

Root Financial Partners’s Portfolio MGY Stock Details MGY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-677
Closed -$21.4K – 2064
2026
Q1 		$21.4K Buy
677
+165
+32% +$4.42K ﹤0.01% 1294
2025
Q4 		$11.2K Buy
512
+33
+7% +$750 ﹤0.01% 1453
2025
Q3 		$11.4K Buy
+479
New +$11.4K ﹤0.01% 1401

Other funds holding MGY

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
JT
Jupiter Topco New York $245B AUM
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Root Financial Partners's MGY Position: Q2 2026 in Review

Root Financial Partners sold out of Magnolia Oil & Gas (MGY) in Q2 2026, closing a stake of 677 shares — an estimated $21.4K sold.

Root Financial Partners first reported a position in MGY in Q3 2025 and held it in 3 quarters. The position peaked at $21.4K in Q1 2026. 408 funds tracked by Wall St. Rank hold MGY as of Q2 2026.

  • Root Financial Partners reported no remaining Magnolia Oil & Gas position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 677 Magnolia Oil & Gas shares in Q2 2026, an estimated $21.4K.
  • Root Financial Partners first reported a position in Magnolia Oil & Gas in Q3 2025 and held it in 3 quarters.
  • Root Financial Partners's Magnolia Oil & Gas position peaked at $21.4K in Q1 2026.
  • 408 funds tracked by Wall St. Rank held Magnolia Oil & Gas as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.