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 Q2	$123K	Sell	16,615 -14,484	-47%	-$96K	﹤0.01%	1821
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 Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

MAP

Madison Avenue Partners New York $2.32B AUM 132.6% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

ACM

ADW Capital Management Miami Beach, Florida $467M AUM 9.2% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Allworth Financial's STGW Position: Q2 2026 in Review

Allworth Financial reduced its Stagwell (STGW) stake by 47% in Q2 2026, selling an estimated $96K and leaving 16,615 shares worth $123K. The position accounts for ﹤0.01% of the portfolio, ranked #1821.

Allworth Financial first reported a position in STGW in Q3 2023 and has held it in 12 quarters since. The position peaked at $431K in Q4 2023. 183 funds tracked by Wall St. Rank hold STGW as of Q2 2026.

Allworth Financial held 16,615 shares of Stagwell worth $123K as of Q2 2026.
Allworth Financial sold 14,484 Stagwell shares in Q2 2026, an estimated $96K.
Stagwell made up ﹤0.01% of Allworth Financial's portfolio in Q2 2026, its #1821 holding.
Allworth Financial first reported a position in Stagwell in Q3 2023 and has held it in 12 quarters since.
Allworth Financial's Stagwell position peaked at $431K in Q4 2023.
183 funds tracked by Wall St. Rank held Stagwell as of Q2 2026.

Based on Allworth Financial's 13F filing for Q2 2026, filed 11 Aug 2026.