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Advisor OS’s Superior Group of Companies SGC Stock Holding History

Advisor OS’s Portfolio SGC Stock Details SGC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$345K Sell
26,269
-273
-1% -$3.28K 0.02% 417
2026
Q1 		$270K Buy
+26,542
New +$267K 0.02% 458

Other funds holding SGC

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
NSIM
North Star Investment Management Chicago, Illinois $1.84B AUM 28.81% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Advisor OS's SGC Position: Q2 2026 in Review

Advisor OS reduced its Superior Group of Companies (SGC) stake by 1% in Q2 2026, selling an estimated $3.28K and leaving 26,269 shares worth $345K. The position accounts for 0.02% of the portfolio, ranked #417.

Advisor OS first reported a position in SGC in Q1 2026 and has held it in 2 quarters since. 105 funds tracked by Wall St. Rank hold SGC as of Q2 2026.

  • Advisor OS held 26,269 shares of Superior Group of Companies worth $345K as of Q2 2026.
  • Advisor OS sold 273 Superior Group of Companies shares in Q2 2026, an estimated $3.28K.
  • Superior Group of Companies made up 0.02% of Advisor OS's portfolio in Q2 2026, its #417 holding.
  • Advisor OS first reported a position in Superior Group of Companies in Q1 2026 and has held it in 2 quarters since.
  • 105 funds tracked by Wall St. Rank held Superior Group of Companies as of Q2 2026.

Based on Advisor OS's 13F filing for Q2 2026, filed 5 Aug 2026.