SIS
MTG icon

Sound Income Strategies’s MGIC Investment MTG Stock Holding History

Sound Income Strategies’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 		– Sell
-1
Closed -$28 – 1675
2026
Q1 		$28 Hold
1
– – ﹤0.01% 2549
2025
Q4 		$28 Hold
1
– – ﹤0.01% 2482
2025
Q3 		$28 Hold
1
– – ﹤0.01% 1656
2025
Q2 		$29 Buy
+1
New +$26 ﹤0.01% 1569

Other funds holding MTG

AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
AT
Arbejdsmarkedets Tillaegspension Hilleroed $4.6B AUM
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
AA
ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return
LI
Leeward Investments Boston, Massachusetts $2.2B AUM 46.08% 1-Year Est. Return
VF
Vest Financial Mclean, Virginia $9.52B AUM 31.6% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

Sound Income Strategies's MTG Position: Q2 2026 in Review

Sound Income Strategies sold out of MGIC Investment (MTG) in Q2 2026, closing a stake of 1 share — an estimated $28 sold.

Sound Income Strategies first reported a position in MTG in Q2 2025 and held it in 4 quarters. The position peaked at $29 in Q2 2025. 156 funds tracked by Wall St. Rank hold MTG as of Q2 2026.

  • Sound Income Strategies reported no remaining MGIC Investment position as of Q2 2026 after selling out during the quarter.
  • Sound Income Strategies sold 1 MGIC Investment share in Q2 2026, an estimated $28.
  • Sound Income Strategies first reported a position in MGIC Investment in Q2 2025 and held it in 4 quarters.
  • Sound Income Strategies's MGIC Investment position peaked at $29 in Q2 2025.
  • 156 funds tracked by Wall St. Rank held MGIC Investment as of Q2 2026.

Based on Sound Income Strategies's 13F filing for Q2 2026, filed 20 Jul 2026.