IFP Advisors
STGW icon

IFP Advisors’s Stagwell STGW Stock Holding History

IFP 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 		$6.02K Hold
740
– – ﹤0.01% 3700
2026
Q2 		$5.5K Sell
740
-97
-12% -$643 ﹤0.01% 3730
2026
Q1 		$5.26K Buy
837
+282
+51% +$1.58K ﹤0.01% 3494
2025
Q4 		$2.71K Buy
555
+538
+3,165% +$2.8K ﹤0.01% 3720
2025
Q3 		$96 Buy
+17
New +$90 ﹤0.01% 4550
2025
Q2 		– Hold
0
– – – 4124
2025
Q1 		– Hold
0
– – – 3844
2024
Q4 		– Hold
0
– – – 3990
2023
Q1 		– Sell
-726
Closed -$10K – 4316
2022
Q4 		$10K Buy
726
+683
+1,588% +$4.92K ﹤0.01% 3407
2022
Q3 		$1K Buy
+43
New +$278 ﹤0.01% 4679
2022
Q1 		– Sell
-9
Closed -$1K – 4590
2021
Q4 		$1K Buy
+9
New +$77 ﹤0.01% 3119

Other funds holding STGW

Diversify Advisory Services
Diversify Advisory Services Sandy, Utah $6.69B AUM 18.85% 1-Year Est. Return
Diversify Wealth Management
Diversify Wealth Management Sandy, Utah $6.69B AUM 22.4% 1-Year Est. Return
ABLE Financial Group
ABLE Financial Group Scottsdale, Arizona $640M AUM 16% 1-Year Est. Return
Harbor Capital Advisors
Harbor Capital Advisors Chicago, Illinois $1.48B AUM 30.88% 1-Year Est. Return
Corrado Advisors
Corrado Advisors Ramsey, New Jersey $203M AUM 18.91% 1-Year Est. Return
Perennial Advisors
Perennial Advisors New York $669M AUM 17.88% 1-Year Est. Return
Roof Eidam Maycock Peralta (REMP)
Roof Eidam Maycock Peralta (REMP) San Francisco, California $531M AUM 13.26% 1-Year Est. Return
Counterpoint Mutual Funds
Counterpoint Mutual Funds San Diego, California $1.16B AUM 33.78% 1-Year Est. Return
Kestra Private Wealth Services
Kestra Private Wealth Services Austin, Texas $9.37B AUM 22.72% 1-Year Est. Return
Bailard
Bailard Foster City, California $4.94B AUM 25.15% 1-Year Est. Return

IFP Advisors's STGW Position: Q3 2026 in Review

IFP Advisors held its Stagwell (STGW) position steady in Q3 2026 at 740 shares worth $6.02K. The position accounts for ﹤0.01% of the portfolio, ranked #3700.

IFP Advisors first reported a position in STGW in Q4 2021 and has held it in 8 quarters since. The position peaked at $10K in Q4 2022. 39 funds tracked by Wall St. Rank hold STGW as of Q3 2026.

  • IFP Advisors held 740 shares of Stagwell worth $6.02K as of Q3 2026.
  • IFP Advisors left its Stagwell share count unchanged in Q3 2026.
  • Stagwell made up ﹤0.01% of IFP Advisors's portfolio in Q3 2026, its #3700 holding.
  • IFP Advisors first reported a position in Stagwell in Q4 2021 and has held it in 8 quarters since.
  • IFP Advisors's Stagwell position peaked at $10K in Q4 2022.
  • 39 funds tracked by Wall St. Rank held Stagwell as of Q3 2026.

Based on IFP Advisors's 13F filing for Q3 2026, filed 16 Oct 2026.