Bailard’s Superior Group of Companies SGC Stock Holding History

Bailard’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 Q3	$334K	Hold	26,440	–	–	0.01%	586
2026 Q2	$347K	Sell	26,440 -1,800	-6%	-$21.6K	0.01%	590
2026 Q1	$287K	Buy	+28,240	New	+$285K	0.01%	619
2025 Q1	–	Sell	-17,168	Closed	-$284K	–	832
2024 Q4	$284K	Sell	17,168 -2,700	-14%	-$43.3K	0.01%	588
2024 Q3	$308K	Buy	+19,868	New	+$324K	0.01%	566
2024 Q2	–	Sell	-11,900	Closed	-$197K	–	803
2024 Q1	$197K	Buy	+11,900	New	+$171K	0.01%	696
2021 Q2	–	Sell	-8,229	Closed	-$209K	–	754
2021 Q1	$209K	Buy	+8,229	New	+$205K	0.01%	654
2020 Q4	–	Sell	-9,163	Closed	-$213K	–	676
2020 Q3	$213K	Sell	9,163 -2,900	-24%	-$56.6K	0.01%	454
2020 Q2	$162K	Buy	+12,063	New	+$114K	0.01%	451

Other funds holding SGC

CWC Advisors Lake Oswego, Oregon $215M AUM 18.92% 1-Year Est. Return

DSC

Daytona Street Capital Saint Louis, Missouri $141M AUM 14.38% 1-Year Est. Return

CFG

Certior Financial Group King Of Prussia, Pennsylvania $184M AUM 12.97% 1-Year Est. Return

Cannon Financial Strategists Athens, Georgia $885M AUM 13.17% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

FFO

Fortitude Family Office Scottsdale, Arizona $586M AUM 20.58% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Essential Partners Rancho Santa Fe, California $219M AUM 37.92% 1-Year Est. Return

Bailard's SGC Position: Q3 2026 in Review

Bailard held its Superior Group of Companies (SGC) position steady in Q3 2026 at 26,440 shares worth $334K. The position accounts for 0.01% of the portfolio, ranked #586.

Bailard first reported a position in SGC in Q2 2020 and has held it in 9 quarters since. The position peaked at $347K in Q2 2026. 12 funds tracked by Wall St. Rank hold SGC as of Q3 2026.

Bailard held 26,440 shares of Superior Group of Companies worth $334K as of Q3 2026.
Bailard left its Superior Group of Companies share count unchanged in Q3 2026.
Superior Group of Companies made up 0.01% of Bailard's portfolio in Q3 2026, its #586 holding.
Bailard first reported a position in Superior Group of Companies in Q2 2020 and has held it in 9 quarters since.
Bailard's Superior Group of Companies position peaked at $347K in Q2 2026.
12 funds tracked by Wall St. Rank held Superior Group of Companies as of Q3 2026.

Based on Bailard's 13F filing for Q3 2026, filed 13 Oct 2026.