JFS Wealth Advisors’s Stagwell STGW Stock Holding History

JFS Wealth 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	$8	Hold	1	–	–	﹤0.01%	2251
2026 Q1	$7	Sell	1 -25	-96%	-$140	﹤0.01%	1886
2025 Q4	$128	Hold	26	–	–	﹤0.01%	1881
2025 Q3	$147	Sell	26 -2	-7%	-$11	﹤0.01%	1835
2025 Q2	$126	Sell	28 -2	-7%	-$10	﹤0.01%	1801
2025 Q1	$182	Hold	30	–	–	﹤0.01%	1845
2024 Q4	$198	Hold	30	–	–	﹤0.01%	1851
2024 Q3	$211	Buy	30 +1	+3%	+$7	﹤0.01%	1865
2024 Q2	$198	Hold	29	–	–	﹤0.01%	1894
2024 Q1	$181	Sell	29 -1	-3%	-$6	﹤0.01%	1902
2023 Q4	$199	Buy	30 +29	+2,900%	+$145	﹤0.01%	1903
2023 Q3	$5	Sell	1 -11	-92%	-$65	﹤0.01%	1968
2023 Q2	$87	Buy	12 +4	+50%	+$26	﹤0.01%	1931
2023 Q1	$60	Buy	+8	New	+$56	﹤0.01%	1914

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

JFS Wealth Advisors's STGW Position: Q2 2026 in Review

JFS Wealth Advisors held its Stagwell (STGW) position steady in Q2 2026 at 1 share worth $8. The position accounts for ﹤0.01% of the portfolio, ranked #2251.

JFS Wealth Advisors first reported a position in STGW in Q1 2023 and has held it in 14 quarters since. The position peaked at $211 in Q3 2024. 10 funds tracked by Wall St. Rank hold STGW as of Q2 2026.

JFS Wealth Advisors held 1 share of Stagwell worth $8 as of Q2 2026.
JFS Wealth Advisors left its Stagwell share count unchanged in Q2 2026.
Stagwell made up ﹤0.01% of JFS Wealth Advisors's portfolio in Q2 2026, its #2251 holding.
JFS Wealth Advisors first reported a position in Stagwell in Q1 2023 and has held it in 14 quarters since.
JFS Wealth Advisors's Stagwell position peaked at $211 in Q3 2024.
10 funds tracked by Wall St. Rank held Stagwell as of Q2 2026.

Based on JFS Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.