MGTIX β€” MASSACHUSETTS INVS GROWTH ST

Ownership history in FULTON BANK, N.A.  Β·  13 quarters on record

AI Ownership Summary

FULTON BANK, N.A. reported MASSACHUSETTS INVS GROWTH ST (MGTIX) in 13 quarterly 13F filings from 2023 Q3 through 2025 Q3. Peak portfolio weight reached 0.02% in 2023 Q3. The latest visible filing shows MGTIX at 0.01% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this MGTIX ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was FULTON BANK, N.A.'s position in MASSACHUSETTS INVS GROWTH ST, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q3

MGTIX was reported at 0.01% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.02% in 2023 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q3 to 2025 Q3

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How FULTON BANK, N.A. held MGTIX β€” position size vs. price
% of Fund (quarterly)    MGTIX price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 7 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q3 REDUCED 4,331 -2,348 -35.2% 0.01% $206K 2025-10-21 $39.33
2024 Q4 REDUCED 6,679 -2,529 -27.5% 0.01% $295K 2025-01-08 $35.67
2024 Q3 UNCHANGED 9,208 β€” 0% 0.02% $443K 2024-10-07 $32.32
2024 Q2 UNCHANGED 9,208 β€” 0% 0.02% $420K 2024-07-09 $31.54
2024 Q1 UNCHANGED 9,208 β€” 0% 0.02% $409K 2024-04-10 $29.67
2023 Q4 UNCHANGED 9,208 β€” 0% 0.02% $378K 2024-01-04 $27.28
2023 Q3 UNCHANGED 9,208 β€” 0% 0.02% $351K 2023-10-04 $24.02
6 older quarters hidden  β€”  Sign in free or upgrade to Premium to see full history

FAQ About FULTON BANK, N.A. and MGTIX

These are the practical questions this page is built to answer before you even open the full history table.

How long has FULTON BANK, N.A. reported owning MGTIX?

FULTON BANK, N.A. reported MGTIX across 7 quarterly 13F filings, from 2023 Q3 through 2025 Q3.

What was the largest reported MGTIX position in FULTON BANK, N.A.'s portfolio?

The largest reported portfolio weight for MGTIX was 0.02% in 2023 Q3.

What is the latest reported MGTIX position on this page?

The most recent filing on this page is 2025 Q3, when FULTON BANK, N.A. reported 4,331 shares, equal to 0.01% of portfolio, with an estimated market value of $206K.

What does the chart on this MGTIX ownership page compare?

The chart compares FULTON BANK, N.A.'s quarterly MGTIX portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

← Back to FULTON BANK, N.A. Holdings