BRWA
STGW icon

B. Riley Wealth Advisors’s Stagwell STGW Stock Holding History

B. Riley Wealth Advisors’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 		$69.6K Hold
10,000
– – ﹤0.01% 853
2026
Q1 		$62.2K Buy
+10,000
New +$55.9K ﹤0.01% 814

Other funds holding STGW

CAM
Cidel Asset Management Toronto, Ontario, Ontario, Canada $2.08B AUM 24.89% 1-Year Est. Return
NWAG
Net Worth Advisory Group Sandy, Utah $397M AUM 29.92% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
AIP
ARS Investment Partners New York $2.29B AUM 113.95% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return
TWD
True Wealth Design Akron, Ohio $420M AUM 22.7% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return
DPW
DiNuzzo Private Wealth Beaver, Pennsylvania $1.01B AUM 16.94% 1-Year Est. Return
JWA
JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 1-Year Est. Return

B. Riley Wealth Advisors's STGW Position: Q2 2026 in Review

B. Riley Wealth Advisors held its Stagwell (STGW) position steady in Q2 2026 at 10,000 shares worth $69.6K. The position accounts for ﹤0.01% of the portfolio, ranked #853.

B. Riley Wealth Advisors first reported a position in STGW in Q1 2026 and has held it in 2 quarters since. 11 funds tracked by Wall St. Rank hold STGW as of Q2 2026.

  • B. Riley Wealth Advisors held 10,000 shares of Stagwell worth $69.6K as of Q2 2026.
  • B. Riley Wealth Advisors left its Stagwell share count unchanged in Q2 2026.
  • Stagwell made up ﹤0.01% of B. Riley Wealth Advisors's portfolio in Q2 2026, its #853 holding.
  • B. Riley Wealth Advisors first reported a position in Stagwell in Q1 2026 and has held it in 2 quarters since.
  • 11 funds tracked by Wall St. Rank held Stagwell as of Q2 2026.

Based on B. Riley Wealth Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.