B
STC icon

Bailard’s Stewart Information Services STC Stock Holding History

Bailard’s Portfolio STC Stock Details STC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		– Sell
-6,760
Closed -$446K – 833
2026
Q2 		$446K Buy
6,760
+2,960
+78% +$197K 0.01% 533
2026
Q1 		$234K Buy
+3,800
New +$253K 0.01% 680
2023
Q2 		– Sell
-5,198
Closed -$210K – 782
2023
Q1 		$210K Sell
5,198
-6,402
-55% -$280K 0.01% 637
2022
Q4 		$496K Hold
11,600
– – 0.02% 401
2022
Q3 		$506K Buy
11,600
+400
+4% +$20.4K 0.02% 361
2022
Q2 		$557K Hold
11,200
– – 0.02% 354
2022
Q1 		$679K Hold
11,200
– – 0.02% 340
2021
Q4 		$893K Hold
11,200
– – 0.03% 281
2021
Q3 		$709K Hold
11,200
– – 0.02% 329
2021
Q2 		$635K Hold
11,200
– – 0.02% 367
2021
Q1 		$583K Buy
11,200
+1,500
+15% +$76.1K 0.02% 363
2020
Q4 		$469K Buy
9,700
+2,200
+29% +$100K 0.02% 344
2020
Q3 		$328K Buy
+7,500
New +$303K 0.02% 370
2020
Q1 		– Sell
-6,400
Closed -$261K – 563
2019
Q4 		$261K Buy
+6,400
New +$262K 0.01% 437
2019
Q2 		– Sell
-8,100
Closed -$346K – 599
2019
Q1 		$346K Hold
8,100
– – 0.02% 385
2018
Q4 		$335K Sell
8,100
-1,400
-15% -$58.8K 0.02% 400
2018
Q3 		$428K Hold
9,500
– – 0.03% 411
2018
Q2 		$409K Buy
9,500
+1,200
+14% +$51.5K 0.02% 410
2018
Q1 		$365K Sell
8,300
-6,800
-45% -$293K 0.02% 389
2017
Q4 		$639K Buy
+15,100
New +$596K 0.04% 285

Other funds holding STC

CIM
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
CCM
Copeland Capital Management Conshohocken, Pennsylvania $4.34B AUM 17.52% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
GWM
Gilpin Wealth Management Denver, Colorado $148M AUM 25.13% 1-Year Est. Return
TWD
True Wealth Design Akron, Ohio $426M AUM 16.34% 1-Year Est. Return

Bailard's STC Position: Q3 2026 in Review

Bailard sold out of Stewart Information Services (STC) in Q3 2026, closing a stake of 6,760 shares — an estimated $446K sold.

Bailard first reported a position in STC in Q4 2017 and held it in 20 quarters. The position peaked at $893K in Q4 2021. 9 funds tracked by Wall St. Rank hold STC as of Q3 2026.

  • Bailard reported no remaining Stewart Information Services position as of Q3 2026 after selling out during the quarter.
  • Bailard sold 6,760 Stewart Information Services shares in Q3 2026, an estimated $446K.
  • Bailard first reported a position in Stewart Information Services in Q4 2017 and held it in 20 quarters.
  • Bailard's Stewart Information Services position peaked at $893K in Q4 2021.
  • 9 funds tracked by Wall St. Rank held Stewart Information Services as of Q3 2026.

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