CAPTRUST Financial Advisors
STGW icon

CAPTRUST Financial Advisors’s Stagwell STGW Stock Holding History

CAPTRUST Financial Advisors’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
Q2 		$621K Buy
83,614
+29,843
+56% +$198K ﹤0.01% 2027
2026
Q1 		$338K Buy
53,771
+19,846
+58% +$111K ﹤0.01% 2310
2025
Q4 		$166K Buy
+33,925
New +$177K ﹤0.01% 2548

Other funds holding STGW

Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
MAP
Madison Avenue Partners New York $2.32B AUM 132.6% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
ACM
ADW Capital Management Miami Beach, Florida $467M AUM 9.2% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

CAPTRUST Financial Advisors's STGW Position: Q2 2026 in Review

CAPTRUST Financial Advisors increased its Stagwell (STGW) stake by 56% in Q2 2026, buying an estimated $198K and bringing the position to 83,614 shares worth $621K. The position accounts for ﹤0.01% of the portfolio, ranked #2027.

CAPTRUST Financial Advisors first reported a position in STGW in Q4 2025 and has held it in 3 quarters since. 184 funds tracked by Wall St. Rank hold STGW as of Q2 2026.

  • CAPTRUST Financial Advisors held 83,614 shares of Stagwell worth $621K as of Q2 2026.
  • CAPTRUST Financial Advisors bought 29,843 Stagwell shares in Q2 2026, an estimated $198K.
  • Stagwell made up ﹤0.01% of CAPTRUST Financial Advisors's portfolio in Q2 2026, its #2027 holding.
  • CAPTRUST Financial Advisors first reported a position in Stagwell in Q4 2025 and has held it in 3 quarters since.
  • 184 funds tracked by Wall St. Rank held Stagwell as of Q2 2026.

Based on CAPTRUST Financial Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.