FFA
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Farther Finance Advisors’s Stagwell STGW Stock Holding History

Farther Finance 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
Q3 		$15.5K Buy
1,908
+1,569
+463% +$13.1K ﹤0.01% 4343
2026
Q2 		$2.44K Buy
339
+51
+18% +$338 ﹤0.01% 5103
2026
Q1 		$1.79K Sell
288
-164
-36% -$917 ﹤0.01% 4935
2025
Q4 		$2.21K Buy
+452
New +$2.35K ﹤0.01% 4656
2025
Q2 		– Sell
-33,319
Closed -$200K – 4647
2025
Q1 		$200K Buy
+33,319
New +$210K 0.01% 1226

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
B
Bailard Foster City, California $4.94B AUM 25.15% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 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

Farther Finance Advisors's STGW Position: Q3 2026 in Review

Farther Finance Advisors increased its Stagwell (STGW) stake by 463% in Q3 2026, buying an estimated $13.1K and bringing the position to 1,908 shares worth $15.5K. The position accounts for ﹤0.01% of the portfolio, ranked #4343.

Farther Finance Advisors first reported a position in STGW in Q1 2025 and has held it in 5 quarters since. The position peaked at $200K in Q1 2025. 9 funds tracked by Wall St. Rank hold STGW as of Q3 2026.

  • Farther Finance Advisors held 1,908 shares of Stagwell worth $15.5K as of Q3 2026.
  • Farther Finance Advisors bought 1,569 Stagwell shares in Q3 2026, an estimated $13.1K.
  • Stagwell made up ﹤0.01% of Farther Finance Advisors's portfolio in Q3 2026, its #4343 holding.
  • Farther Finance Advisors first reported a position in Stagwell in Q1 2025 and has held it in 5 quarters since.
  • Farther Finance Advisors's Stagwell position peaked at $200K in Q1 2025.
  • 9 funds tracked by Wall St. Rank held Stagwell as of Q3 2026.

Based on Farther Finance Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.