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 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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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 Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Bailard's SGC Position: Q1 2026 in Review

Bailard opened a new position in Superior Group of Companies (SGC) in Q1 2026: 28,240 shares worth $287K. The stake represents 0.01% of the portfolio and ranks #619 among its holdings. This is a return to the name: Bailard previously reported a position in SGC as recently as Q4 2024.

Bailard first reported a position in SGC in Q2 2020 and has held it in 7 quarters since. The position peaked at $308K in Q3 2024. 103 funds tracked by Wall St. Rank hold SGC as of Q1 2026.

Bailard held 28,240 shares of Superior Group of Companies worth $287K as of Q1 2026.
Superior Group of Companies was a new Bailard position in Q1 2026.
Superior Group of Companies made up 0.01% of Bailard's portfolio in Q1 2026, its #619 holding.
Bailard first reported a position in Superior Group of Companies in Q2 2020 and has held it in 7 quarters since.
Bailard's Superior Group of Companies position peaked at $308K in Q3 2024.
103 funds tracked by Wall St. Rank held Superior Group of Companies as of Q1 2026.

Based on Bailard's 13F filing for Q1 2026, filed 11 May 2026.