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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
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% 3408
2022
Q3 		$1K Buy
+43
New +$278 ﹤0.01% 4680
2022
Q1 		– Sell
-9
Closed -$1K – 4590
2021
Q4 		$1K Buy
+9
New +$77 ﹤0.01% 3119

Other funds holding STGW

Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
MAP
Madison Avenue Partners New York $2.32B AUM 132.6% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
ACM
ADW Capital Management Miami Beach, Florida $467M AUM 9.2% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

IFP Advisors's STGW Position: Q2 2026 in Review

IFP Advisors reduced its Stagwell (STGW) stake by 12% in Q2 2026, selling an estimated $643 and leaving 740 shares worth $5.5K. The position accounts for ﹤0.01% of the portfolio, ranked #3730.

IFP Advisors first reported a position in STGW in Q4 2021 and has held it in 7 quarters since. The position peaked at $10K in Q4 2022. 183 funds tracked by Wall St. Rank hold STGW as of Q2 2026.

  • IFP Advisors held 740 shares of Stagwell worth $5.5K as of Q2 2026.
  • IFP Advisors sold 97 Stagwell shares in Q2 2026, an estimated $643.
  • Stagwell made up ﹤0.01% of IFP Advisors's portfolio in Q2 2026, its #3730 holding.
  • IFP Advisors first reported a position in Stagwell in Q4 2021 and has held it in 7 quarters since.
  • IFP Advisors's Stagwell position peaked at $10K in Q4 2022.
  • 183 funds tracked by Wall St. Rank held Stagwell as of Q2 2026.

Based on IFP Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.