TWD
MGNI icon

True Wealth Design’s Magnite MGNI Stock Holding History

True Wealth Design’s Portfolio MGNI Stock Details MGNI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$4.5K Buy
178
+37
+26% +$831 ﹤0.01% 1381
2026
Q2 		$2.68K Buy
141
+109
+341% +$1.56K ﹤0.01% 1570
2026
Q1 		$381 Sell
32
-34
-52% -$456 ﹤0.01% 2145
2025
Q4 		$1.07K Buy
+66
New +$1.09K ﹤0.01% 1682

Other funds holding MGNI

KAM
Kopion Asset Management Mckinney, Texas $156M AUM 4.73% 1-Year Est. Return
MNBTD
Moody National Bank Trust Division Galveston, Texas $1.21B AUM 28.25% 1-Year Est. Return
Fulton Bank
Fulton Bank Lancaster, Pennsylvania $3.29B AUM 13.65% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
LWA
Ledgewood Wealth Advisors Exeter, New Hampshire $181M AUM 9.93% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
CPBTD
Central Pacific Bank - Trust Division Honolulu, Hawaii $952M AUM 25.15% 1-Year Est. Return
HIA
Harbor Investment Advisory Lutherville, Maryland $1.47B AUM 24.2% 1-Year Est. Return
GAMMA Investing
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

True Wealth Design's MGNI Position: Q3 2026 in Review

True Wealth Design increased its Magnite (MGNI) stake by 26% in Q3 2026, buying an estimated $831 and bringing the position to 178 shares worth $4.5K. The position accounts for ﹤0.01% of the portfolio, ranked #1381.

True Wealth Design first reported a position in MGNI in Q4 2025 and has held it in 4 quarters since. 14 funds tracked by Wall St. Rank hold MGNI as of Q3 2026.

  • True Wealth Design held 178 shares of Magnite worth $4.5K as of Q3 2026.
  • True Wealth Design bought 37 Magnite shares in Q3 2026, an estimated $831.
  • Magnite made up ﹤0.01% of True Wealth Design's portfolio in Q3 2026, its #1381 holding.
  • True Wealth Design first reported a position in Magnite in Q4 2025 and has held it in 4 quarters since.
  • 14 funds tracked by Wall St. Rank held Magnite as of Q3 2026.

Based on True Wealth Design's 13F filing for Q3 2026, filed 13 Oct 2026.