PENSION & WEALTH MANAGEMENT ADVISORS, INC.’s Stagwell STGW Stock Holding History

PENSION & WEALTH MANAGEMENT ADVISORS, INC.’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	$150K	Sell	20,204 -1,190	-6%	-$7.88K	0.04%	204
2026 Q1	$135K	Sell	21,394 -15,999	-43%	-$89.5K	0.04%	197
2025 Q4	$183K	Hold	37,393	–	–	0.05%	175
2025 Q3	$211K	Hold	37,393	–	–	0.07%	148
2025 Q2	$168K	Buy	37,393 +5,080	+16%	+$25.5K	0.06%	152
2025 Q1	$195K	Buy	32,313 +3,105	+11%	+$19.5K	0.07%	142
2024 Q4	$192K	Hold	29,208	–	–	0.08%	136
2024 Q3	$205K	Buy	29,208 +2,451	+9%	+$16.8K	0.11%	94
2024 Q2	$182K	Hold	26,757	–	–	0.1%	98
2024 Q1	$166K	Hold	26,757	–	–	0.11%	104
2023 Q4	$177K	Hold	26,757	–	–	0.11%	103
2023 Q3	$125K	Buy	+26,757	New	+$158K	0.09%	114

Other funds holding STGW

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

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 Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

HCA

Harbor Capital Advisors Chicago, Illinois $1.47B AUM 42.58% 1-Year Est. Return

PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s STGW Position: Q2 2026 in Review

PENSION & WEALTH MANAGEMENT ADVISORS, INC. reduced its Stagwell (STGW) stake by 5.6% in Q2 2026, selling an estimated $7.88K and leaving 20,204 shares worth $150K. The position accounts for 0.04% of the portfolio, ranked #204.

PENSION & WEALTH MANAGEMENT ADVISORS, INC. first reported a position in STGW in Q3 2023 and has held it in 12 quarters since. The position peaked at $211K in Q3 2025. 64 funds tracked by Wall St. Rank hold STGW as of Q2 2026.

PENSION & WEALTH MANAGEMENT ADVISORS, INC. held 20,204 shares of Stagwell worth $150K as of Q2 2026.
PENSION & WEALTH MANAGEMENT ADVISORS, INC. sold 1,190 Stagwell shares in Q2 2026, an estimated $7.88K.
Stagwell made up 0.04% of PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s portfolio in Q2 2026, its #204 holding.
PENSION & WEALTH MANAGEMENT ADVISORS, INC. first reported a position in Stagwell in Q3 2023 and has held it in 12 quarters since.
PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s Stagwell position peaked at $211K in Q3 2025.
64 funds tracked by Wall St. Rank held Stagwell as of Q2 2026.

Based on PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s 13F filing for Q2 2026, filed 7 Aug 2026.