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 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

CAM

Cidel Asset Management Toronto, Ontario, Ontario, Canada $2.08B AUM 24.89% 1-Year Est. Return

NWAG

Net Worth Advisory Group Sandy, Utah $397M AUM 29.92% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

AIP

ARS Investment Partners New York $2.29B AUM 113.95% 1-Year Est. Return

BRWA

B. Riley Wealth Advisors Boca Raton, Florida $1.87B AUM 37.01% 1-Year Est. Return

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

TWD

True Wealth Design Akron, Ohio $420M AUM 22.7% 1-Year Est. Return

VCM

Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return

DPW

DiNuzzo Private Wealth Beaver, Pennsylvania $1.01B AUM 16.94% 1-Year Est. Return

JWA

JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 1-Year Est. Return

Farther Finance Advisors's STGW Position: Q2 2026 in Review

Farther Finance Advisors increased its Stagwell (STGW) stake by 18% in Q2 2026, buying an estimated $338 and bringing the position to 339 shares worth $2.44K. The position accounts for ﹤0.01% of the portfolio, ranked #5103.

Farther Finance Advisors first reported a position in STGW in Q1 2025 and has held it in 4 quarters since. The position peaked at $200K in Q1 2025. 11 funds tracked by Wall St. Rank hold STGW as of Q2 2026.

Farther Finance Advisors held 339 shares of Stagwell worth $2.44K as of Q2 2026.
Farther Finance Advisors bought 51 Stagwell shares in Q2 2026, an estimated $338.
Stagwell made up ﹤0.01% of Farther Finance Advisors's portfolio in Q2 2026, its #5103 holding.
Farther Finance Advisors first reported a position in Stagwell in Q1 2025 and has held it in 4 quarters since.
Farther Finance Advisors's Stagwell position peaked at $200K in Q1 2025.
11 funds tracked by Wall St. Rank held Stagwell as of Q2 2026.

Based on Farther Finance Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.