AF
STGW icon

Allworth Financial’s Stagwell STGW Stock Holding History

Allworth Financial’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
Q1 		$196K Buy
31,099
+671
+2% +$3.75K ﹤0.01% 1416
2025
Q4 		$149K Buy
30,428
+332
+1% +$1.73K ﹤0.01% 1505
2025
Q3 		$169K Buy
30,096
+75
+0.2% +$398 ﹤0.01% 1388
2025
Q2 		$135K Sell
30,021
-55
-0.2% -$277 ﹤0.01% 1368
2025
Q1 		$168K Buy
30,076
+55
+0.2% +$346 ﹤0.01% 1006
2024
Q4 		$198K Sell
30,021
-20,000
-40% -$143K ﹤0.01% 953
2024
Q3 		$351K Hold
50,021
– – ﹤0.01% 674
2024
Q2 		$336K Sell
50,021
-15,000
-23% -$96.7K ﹤0.01% 657
2024
Q1 		$404K Hold
65,021
– – ﹤0.01% 601
2023
Q4 		$431K Sell
65,021
-20,000
-24% -$99.7K ﹤0.01% 551
2023
Q3 		$399K Buy
+85,021
New +$503K ﹤0.01% 538

Other funds holding STGW

Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
MAP
Madison Avenue Partners New York $2.3B AUM 115.82% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
ACM
ADW Capital Management Miami Beach, Florida $229M AUM 11.22% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
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
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return