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 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

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

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

NSIM

North Star Investment Management Chicago, Illinois $1.84B AUM 28.81% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Bailard's SGC Position: Q2 2026 in Review

Bailard reduced its Superior Group of Companies (SGC) stake by 6.4% in Q2 2026, selling an estimated $21.6K and leaving 26,440 shares worth $347K. The position accounts for 0.01% of the portfolio, ranked #590.

Bailard first reported a position in SGC in Q2 2020 and has held it in 8 quarters since. 105 funds tracked by Wall St. Rank hold SGC as of Q2 2026.

Bailard held 26,440 shares of Superior Group of Companies worth $347K as of Q2 2026.
Bailard sold 1,800 Superior Group of Companies shares in Q2 2026, an estimated $21.6K.
Superior Group of Companies made up 0.01% of Bailard's portfolio in Q2 2026, its #590 holding.
Bailard first reported a position in Superior Group of Companies in Q2 2020 and has held it in 8 quarters since.
105 funds tracked by Wall St. Rank held Superior Group of Companies as of Q2 2026.

Based on Bailard's 13F filing for Q2 2026, filed 30 Jul 2026.