Maia Wealth LLC MGNR β€” AMERICAN BEACON SELECT FUNDS

Ownership history in Maia Wealth LLC  Β·  5 quarters on record

AI Ownership Summary

Maia Wealth LLC reported AMERICAN BEACON SELECT FUNDS (MGNR) in 5 quarterly 13F filings from 2025 Q1 through 2026 Q1. Peak portfolio weight reached 0.29% in 2026 Q1. The latest visible filing shows MGNR at 0.29% 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.

What this MGNR ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Maia Wealth LLC's position in AMERICAN BEACON SELECT FUNDS, 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
2026 Q1

MGNR was reported at 0.29% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.29% in 2026 Q1

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

Time in book
Holding Window
2025 Q1 to 2026 Q1

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 Maia Wealth LLC held MGNR β€” position size vs. price
% of Fund (quarterly)    MGNR price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 5 quarters  β–Ύ
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED β€” β€” β€” 33,437 +3,334 +11.1% 0.29% $1.7M 2026-05-08 $53.72
2025 Q4 ADDED β€” β€” β€” 30,103 +2,990 +11.0% 0.26% $1.5M 2026-02-17 $50.99
2025 Q3 ADDED β€” β€” β€” 27,113 +7,511 +38.3% 0.19% $1.1M 2025-11-13 $41.09
2025 Q2 REDUCED 25.2% +22.1% ❌ 19,602 -6,593 -25.2% 0.12% $651K 2025-08-13 $34.78
2025 Q1 INITIATED β€” β€” β€” 26,195 β€” β€” 0.17% $746K 2025-05-12 $30.43

FAQ About Maia Wealth LLC and MGNR

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

How long has Maia Wealth LLC reported owning MGNR?

Maia Wealth LLC reported MGNR across 5 quarterly 13F filings, from 2025 Q1 through 2026 Q1.

What was the largest reported MGNR position in Maia Wealth LLC's portfolio?

The largest reported portfolio weight for MGNR was 0.29% in 2026 Q1.

What is the latest reported MGNR position on this page?

The most recent filing on this page is 2026 Q1, when Maia Wealth LLC reported 33,437 shares, equal to 0.29% of portfolio, with an estimated market value of $1.7M.

What does the chart on this MGNR ownership page compare?

The chart compares Maia Wealth LLC's quarterly MGNR 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.

How well did Maia Wealth LLC time their MGNR position?

Based on 13F filing dates vs. subsequent MGNR price moves, Maia Wealth LLC correctly timed 3 out of 4 reported position changes (75%). The annualised alpha on MGNR relative to SPY over the holding period was +38.5%.

← Back to Maia Wealth LLC Holdings