Summit Securities Group
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Summit Securities Group’s Magnolia Oil & Gas MGY Stock Holding History

Summit Securities Group’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
Q3 		$33.1K Buy
+1,409
New +$36.5K ﹤0.01% 647
2024
Q1 		– Sell
-1
Closed – – 739
2023
Q4 		$0 Buy
+1
New +$22 ﹤0.01% 811

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Dimensional Fund Advisors
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Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
GW&K Investment Management
GW&K Investment Management Boston, Massachusetts $11.8B AUM 29.45% 1-Year Est. Return
Stephens Investment Management Group
Stephens Investment Management Group Houston, Texas $9.29B AUM 41.16% 1-Year Est. Return
Boston Trust Walden
Boston Trust Walden Boston, Massachusetts $12.4B AUM 21.62% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $179B AUM 29.92% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
DePrince Race & Zollo Inc (DRZ)
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.66B AUM 23.19% 1-Year Est. Return

Summit Securities Group's MGY Position: Q3 2026 in Review

Summit Securities Group opened a new position in Magnolia Oil & Gas (MGY) in Q3 2026: 1,409 shares worth $33.1K. The stake represents ﹤0.01% of the portfolio and ranks #647 among its holdings. This is a return to the name: Summit Securities Group previously reported a position in MGY as recently as Q4 2023.

Summit Securities Group first reported a position in MGY in Q4 2023 and has held it in 2 quarters since. 225 funds tracked by Wall St. Rank hold MGY as of Q3 2026.

  • Summit Securities Group held 1,409 shares of Magnolia Oil & Gas worth $33.1K as of Q3 2026.
  • Magnolia Oil & Gas was a new Summit Securities Group position in Q3 2026.
  • Magnolia Oil & Gas made up ﹤0.01% of Summit Securities Group's portfolio in Q3 2026, its #647 holding.
  • Summit Securities Group first reported a position in Magnolia Oil & Gas in Q4 2023 and has held it in 2 quarters since.
  • 225 funds tracked by Wall St. Rank held Magnolia Oil & Gas as of Q3 2026.

Based on Summit Securities Group's 13F filing for Q3 2026, filed 5 Nov 2026.