Jones Financial Companies
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Jones Financial Companies’s Stagwell STGW Stock Holding History

Jones Financial Companies’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 		$1.58K Sell
224
-11
-5% -$73 ﹤0.01% 4497
2026
Q1 		$1.43K Buy
235
+184
+361% +$1.03K ﹤0.01% 4250
2025
Q4 		$249 Hold
51
– – ﹤0.01% 4249
2025
Q3 		$276 Buy
+51
New +$271 ﹤0.01% 4100

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

Jones Financial Companies's STGW Position: Q2 2026 in Review

Jones Financial Companies reduced its Stagwell (STGW) stake by 4.7% in Q2 2026, selling an estimated $73 and leaving 224 shares worth $1.58K. The position accounts for ﹤0.01% of the portfolio, ranked #4497.

Jones Financial Companies first reported a position in STGW in Q3 2025 and has held it in 4 quarters since. 182 funds tracked by Wall St. Rank hold STGW as of Q2 2026.

  • Jones Financial Companies held 224 shares of Stagwell worth $1.58K as of Q2 2026.
  • Jones Financial Companies sold 11 Stagwell shares in Q2 2026, an estimated $73.
  • Stagwell made up ﹤0.01% of Jones Financial Companies's portfolio in Q2 2026, its #4497 holding.
  • Jones Financial Companies first reported a position in Stagwell in Q3 2025 and has held it in 4 quarters since.
  • 182 funds tracked by Wall St. Rank held Stagwell as of Q2 2026.

Based on Jones Financial Companies's 13F filing for Q2 2026, filed 14 Aug 2026.