Valued Wealth Advisors’s Magna International MGA Stock Holding History

Valued Wealth Advisors’s Portfolio MGA Stock Details MGA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$168	Hold	3	–	–	﹤0.01%	714
2025 Q4	$160	Hold	3	–	–	﹤0.01%	601
2025 Q3	$143	Hold	3	–	–	﹤0.01%	593
2025 Q2	$116	Hold	3	–	–	﹤0.01%	601
2025 Q1	$102	Hold	3	–	–	﹤0.01%	640
2024 Q4	$126	Hold	3	–	–	﹤0.01%	630
2024 Q3	$124	Hold	3	–	–	﹤0.01%	621
2024 Q2	$126	Hold	3	–	–	﹤0.01%	585
2024 Q1	$164	Hold	3	–	–	﹤0.01%	560
2023 Q4	$161	Buy	+3	New	+$162	﹤0.01%	513

Other funds holding MGA

Pzena Investment Management

Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return

Royal Bank of Canada

Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return

Hotchkis & Wiley Capital Management

Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Bank of Montreal

Bank of Montreal Toronto, Ontario, Canada $245B AUM 31.4% 1-Year Est. Return

ACR Alpine Capital Research St. Louis, Missouri $6.7B AUM 33.44% 1-Year Est. Return

Fidelity International

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

TD Asset Management

TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return

Arrowstreet Capital

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return