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Arete Wealth Advisors’s Superior Group of Companies SGC Stock Holding History

Arete Wealth Advisors’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
Q1 		– Sell
-26,735
Closed -$259K – 667
2025
Q4 		$259K Buy
26,735
+7,751
+41% +$75.7K 0.02% 641
2025
Q3 		$204K Buy
18,984
+1,348
+8% +$15.4K 0.01% 721
2025
Q2 		$182K Hold
17,636
– – 0.01% 693
2025
Q1 		$193K Buy
17,636
+2,737
+18% +$38.5K 0.01% 674
2024
Q4 		$248K Sell
14,899
-33
-0.2% -$529 0.02% 619
2024
Q3 		$230K Sell
14,932
-1,538
-9% -$25.1K 0.02% 608
2024
Q2 		$315K Buy
16,470
+2,446
+17% +$45.1K 0.03% 520
2024
Q1 		$232K Sell
14,024
-11
-0.1% -$159 0.02% 365
2023
Q4 		$189K Buy
+14,035
New +$147K 0.01% 684

Other funds holding SGC

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
NSIM
North Star Investment Management Chicago, Illinois $1.65B AUM 20.56% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Arete Wealth Advisors's SGC Position: Q1 2026 in Review

Arete Wealth Advisors sold out of Superior Group of Companies (SGC) in Q1 2026, closing a stake of 26,735 shares — an estimated $259K sold.

Arete Wealth Advisors first reported a position in SGC in Q4 2023 and held it in 9 quarters. The position peaked at $315K in Q2 2024. 103 funds tracked by Wall St. Rank hold SGC as of Q1 2026.

  • Arete Wealth Advisors reported no remaining Superior Group of Companies position as of Q1 2026 after selling out during the quarter.
  • Arete Wealth Advisors sold 26,735 Superior Group of Companies shares in Q1 2026, an estimated $259K.
  • Arete Wealth Advisors first reported a position in Superior Group of Companies in Q4 2023 and held it in 9 quarters.
  • Arete Wealth Advisors's Superior Group of Companies position peaked at $315K in Q2 2024.
  • 103 funds tracked by Wall St. Rank held Superior Group of Companies as of Q1 2026.

Based on Arete Wealth Advisors's 13F filing for Q1 2026, filed 18 May 2026.