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Allegheny Financial Group’s Stagwell STGW Stock Holding History

Allegheny 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
2025
Q2 		– Sell
-27,566
Closed -$167K – 256
2025
Q1 		$167K Buy
27,566
+2,939
+12% +$18.5K 0.04% 221
2024
Q4 		$162K Sell
24,627
-21,176
-46% -$151K 0.04% 220
2024
Q3 		$322K Buy
45,803
+1,476
+3% +$10.1K 0.08% 186
2024
Q2 		$302K Buy
44,327
+2,423
+6% +$15.6K 0.09% 172
2024
Q1 		$261K Buy
41,904
+400
+1% +$2.5K 0.08% 174
2023
Q4 		$275K Hold
41,504
– – 0.09% 173
2023
Q3 		$195K Buy
+41,504
New +$246K 0.07% 185

Other funds holding STGW

Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
MAP
Madison Avenue Partners New York $2.3B AUM 115.82% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
PCM
Penn Capital Management Philadelphia, Pennsylvania $1.29B AUM 53.44% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Allegheny Financial Group's STGW Position: Q2 2025 in Review

Allegheny Financial Group sold out of Stagwell (STGW) in Q2 2025, closing a stake of 27,566 shares — an estimated $167K sold.

Allegheny Financial Group first reported a position in STGW in Q3 2023 and held it in 7 quarters. The position peaked at $322K in Q3 2024. 153 funds tracked by Wall St. Rank hold STGW as of Q2 2025.

  • Allegheny Financial Group reported no remaining Stagwell position as of Q2 2025 after selling out during the quarter.
  • Allegheny Financial Group sold 27,566 Stagwell shares in Q2 2025, an estimated $167K.
  • Allegheny Financial Group first reported a position in Stagwell in Q3 2023 and held it in 7 quarters.
  • Allegheny Financial Group's Stagwell position peaked at $322K in Q3 2024.
  • 153 funds tracked by Wall St. Rank held Stagwell as of Q2 2025.

Based on Allegheny Financial Group's 13F filing for Q2 2025, filed 13 Aug 2025.