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 Q2	$368K	Hold	5,601	–	–	﹤0.01%	1317
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 $34.1B AUM 23.81% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

AACR

ACR Alpine Capital Research St. Louis, Missouri $7.04B AUM 28% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return

LBA

Letko, Brosseau & Associates Montreal, Quebec, Canada $6.77B AUM 38.11% 1-Year Est. Return

Waverly Advisors's MGA Position: Q2 2026 in Review

Waverly Advisors held its Magna International (MGA) position steady in Q2 2026 at 5,601 shares worth $368K. The position accounts for ﹤0.01% of the portfolio, ranked #1317.

Waverly Advisors first reported a position in MGA in Q4 2013 and has held it in 11 quarters since. 453 funds tracked by Wall St. Rank hold MGA as of Q2 2026.

Waverly Advisors held 5,601 shares of Magna International worth $368K as of Q2 2026.
Waverly Advisors left its Magna International share count unchanged in Q2 2026.
Magna International made up ﹤0.01% of Waverly Advisors's portfolio in Q2 2026, its #1317 holding.
Waverly Advisors first reported a position in Magna International in Q4 2013 and has held it in 11 quarters since.
453 funds tracked by Wall St. Rank held Magna International as of Q2 2026.

Based on Waverly Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.