Waverly Advisors’s Magna International MGA Stock Holding History

Waverly 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	$313K	Sell	5,601 -1,159	-17%	-$66.2K	﹤0.01%	1284
2025 Q4	$360K	Buy	6,760 +255	+4%	+$12.5K	﹤0.01%	1136
2025 Q3	$308K	Hold	6,505	–	–	﹤0.01%	1031
2025 Q2	$251K	Sell	6,505 -103	-2%	-$3.64K	﹤0.01%	1042
2025 Q1	$225K	Sell	6,608 -858	-11%	-$33K	﹤0.01%	1022
2024 Q4	$312K	Buy	+7,466	New	+$321K	﹤0.01%	810
2014 Q4	–	Sell	-66	Closed	-$3K	–	572
2014 Q3	$3K	Hold	66	–	–	﹤0.01%	699
2014 Q2	$4K	Hold	66	–	–	﹤0.01%	633
2014 Q1	$3K	Sell	66 -14	-18%	-$622	﹤0.01%	628
2013 Q4	$3K	Buy	+80	New	+$3.31K	﹤0.01%	749

Other funds holding MGA

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

AACR

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

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

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

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

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

Waverly Advisors's MGA Position: Q1 2026 in Review

Waverly Advisors reduced its Magna International (MGA) stake by 17% in Q1 2026, selling an estimated $66.2K and leaving 5,601 shares worth $313K. The position accounts for ﹤0.01% of the portfolio, ranked #1284.

Waverly Advisors first reported a position in MGA in Q4 2013 and has held it in 10 quarters since. The position peaked at $360K in Q4 2025. 440 funds tracked by Wall St. Rank hold MGA as of Q1 2026.

Waverly Advisors held 5,601 shares of Magna International worth $313K as of Q1 2026.
Waverly Advisors sold 1,159 Magna International shares in Q1 2026, an estimated $66.2K.
Magna International made up ﹤0.01% of Waverly Advisors's portfolio in Q1 2026, its #1284 holding.
Waverly Advisors first reported a position in Magna International in Q4 2013 and has held it in 10 quarters since.
Waverly Advisors's Magna International position peaked at $360K in Q4 2025.
440 funds tracked by Wall St. Rank held Magna International as of Q1 2026.

Based on Waverly Advisors's 13F filing for Q1 2026, filed 15 May 2026.