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Bailard’s Stagwell STGW Stock Holding History

Bailard’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
Q3 		$339K Buy
+41,600
New +$347K 0.01% 577
2024
Q4 		– Sell
-41,100
Closed -$289K – 826
2024
Q3 		$289K Buy
+41,100
New +$282K 0.01% 591

Other funds holding STGW

AFG
ABLE Financial Group Scottsdale, Arizona $640M AUM 16% 1-Year Est. Return
PA
Perennial Advisors New York $669M AUM 17.88% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
EP
Essential Partners Rancho Santa Fe, California $219M AUM 37.92% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
TWD
True Wealth Design Akron, Ohio $426M AUM 16.34% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return

Bailard's STGW Position: Q3 2026 in Review

Bailard opened a new position in Stagwell (STGW) in Q3 2026: 41,600 shares worth $339K. The stake represents 0.01% of the portfolio and ranks #577 among its holdings. This is a return to the name: Bailard previously reported a position in STGW as recently as Q3 2024.

Bailard first reported a position in STGW in Q3 2024 and has held it in 2 quarters since. 9 funds tracked by Wall St. Rank hold STGW as of Q3 2026.

  • Bailard held 41,600 shares of Stagwell worth $339K as of Q3 2026.
  • Stagwell was a new Bailard position in Q3 2026.
  • Stagwell made up 0.01% of Bailard's portfolio in Q3 2026, its #577 holding.
  • Bailard first reported a position in Stagwell in Q3 2024 and has held it in 2 quarters since.
  • 9 funds tracked by Wall St. Rank held Stagwell as of Q3 2026.

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