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Diversify Advisory Services’s Stagwell STGW Stock Holding History

Diversify Advisory Services’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 		$13.3M Buy
+1,724,579
New +$11.4M 0.22% 92

Other funds holding STGW

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
PCM
Penn Capital Management Philadelphia, Pennsylvania $1.58B AUM 81.2% 1-Year Est. Return
CAM
Cidel Asset Management Toronto, Ontario, Ontario, Canada $2.08B AUM 24.89% 1-Year Est. Return
DWM
Diversify Wealth Management Sandy, Utah $5.98B AUM 29.21% 1-Year Est. Return
AFG
ABLE Financial Group Scottsdale, Arizona $596M AUM 23.3% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
WSL
Western Standard LLC Los Angeles, California $295M AUM 40.98% 1-Year Est. Return

Diversify Advisory Services's STGW Position: Q2 2026 in Review

Diversify Advisory Services opened a new position in Stagwell (STGW) in Q2 2026: 1,724,579 shares worth $13.3M. The stake represents 0.22% of the portfolio and ranks #92 among its holdings.

77 funds tracked by Wall St. Rank hold STGW as of Q2 2026.

  • Diversify Advisory Services held 1,724,579 shares of Stagwell worth $13.3M as of Q2 2026.
  • Stagwell was a new Diversify Advisory Services position in Q2 2026.
  • Stagwell made up 0.22% of Diversify Advisory Services's portfolio in Q2 2026, its #92 holding.
  • 77 funds tracked by Wall St. Rank held Stagwell as of Q2 2026.

Based on Diversify Advisory Services's 13F filing for Q2 2026, filed 10 Aug 2026.