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Twin Peaks Wealth Advisors’s MGIC Investment MTG Stock Holding History

Twin Peaks Wealth Advisors’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
-121
Closed -$3.18K – 1457
2026
Q1 		$3.18K Buy
+121
New +$3.23K ﹤0.01% 1554
2025
Q3 		– Sell
-128
Closed -$3.52K – 1384
2025
Q2 		$3.52K Buy
+128
New +$3.29K ﹤0.01% 1451

Other funds holding MTG

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $123B AUM 45.23% 1-Year Est. Return

Twin Peaks Wealth Advisors's MTG Position: Q2 2026 in Review

Twin Peaks Wealth Advisors sold out of MGIC Investment (MTG) in Q2 2026, closing a stake of 121 shares — an estimated $3.18K sold.

Twin Peaks Wealth Advisors first reported a position in MTG in Q2 2025 and held it in 2 quarters. The position peaked at $3.52K in Q2 2025. 510 funds tracked by Wall St. Rank hold MTG as of Q2 2026.

  • Twin Peaks Wealth Advisors reported no remaining MGIC Investment position as of Q2 2026 after selling out during the quarter.
  • Twin Peaks Wealth Advisors sold 121 MGIC Investment shares in Q2 2026, an estimated $3.18K.
  • Twin Peaks Wealth Advisors first reported a position in MGIC Investment in Q2 2025 and held it in 2 quarters.
  • Twin Peaks Wealth Advisors's MGIC Investment position peaked at $3.52K in Q2 2025.
  • 510 funds tracked by Wall St. Rank held MGIC Investment as of Q2 2026.

Based on Twin Peaks Wealth Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.