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ABLE Financial Group’s Stagwell STGW Stock Holding History

ABLE Financial Group’s Portfolio STGW Stock Details STGW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$12.7M Hold
1,556,607
– – 1.98% 13
2026
Q2 		$11.6M Sell
1,556,607
-552
-0% -$3.66K 1.94% 13
2026
Q1 		$9.79M Sell
1,557,159
-661,544
-30% -$3.7M 1.92% 14
2025
Q4 		$10.8M Sell
2,218,703
-2,853
-0.1% -$14.8K 2.2% 10
2025
Q3 		$12.5M Sell
2,221,556
-786
-0% -$4.17K 2.71% 8
2025
Q2 		$10M Buy
+2,222,342
New +$11.2M 2.41% 9

Other funds holding STGW

PA
Perennial Advisors New York $669M AUM 17.88% 1-Year Est. Return
B
Bailard Foster City, California $4.94B AUM 25.15% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
EP
Essential Partners Rancho Santa Fe, California $219M AUM 37.92% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
TWD
True Wealth Design Akron, Ohio $426M AUM 16.34% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return

ABLE Financial Group's STGW Position: Q3 2026 in Review

ABLE Financial Group held its Stagwell (STGW) position steady in Q3 2026 at 1,556,607 shares worth $12.7M. The position accounts for 1.98% of the portfolio, ranked #13.

ABLE Financial Group first reported a position in STGW in Q2 2025 and has held it in 6 quarters since. 9 funds tracked by Wall St. Rank hold STGW as of Q3 2026.

  • ABLE Financial Group held 1,556,607 shares of Stagwell worth $12.7M as of Q3 2026.
  • ABLE Financial Group left its Stagwell share count unchanged in Q3 2026.
  • Stagwell made up 1.98% of ABLE Financial Group's portfolio in Q3 2026, its #13 holding.
  • ABLE Financial Group first reported a position in Stagwell in Q2 2025 and has held it in 6 quarters since.
  • 9 funds tracked by Wall St. Rank held Stagwell as of Q3 2026.

Based on ABLE Financial Group's 13F filing for Q3 2026, filed 14 Oct 2026.