Kestra Advisory Services’s Stagwell STGW Stock Holding History

Kestra Advisory Services’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 Q1	–	Sell	-5,350	Closed	-$26.2K	–	4264
2025 Q4	$26.2K	Buy	+5,350	New	+$27.8K	﹤0.01%	4368

Other funds holding STGW

Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return

MAP

Madison Avenue Partners New York $2.3B AUM 115.82% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

ACM

ADW Capital Management Miami Beach, Florida $257M AUM 11.22% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Kestra Advisory Services's STGW Position: Q1 2026 in Review

Kestra Advisory Services sold out of Stagwell (STGW) in Q1 2026, closing a stake of 5,350 shares — an estimated $26.2K sold.

Kestra Advisory Services first reported a position in STGW in Q4 2025 and held it in 1 quarter. The position peaked at $26.2K in Q4 2025. 183 funds tracked by Wall St. Rank hold STGW as of Q1 2026.

Kestra Advisory Services reported no remaining Stagwell position as of Q1 2026 after selling out during the quarter.
Kestra Advisory Services sold 5,350 Stagwell shares in Q1 2026, an estimated $26.2K.
Kestra Advisory Services first reported a position in Stagwell in Q4 2025 and held it in 1 quarter.
Kestra Advisory Services's Stagwell position peaked at $26.2K in Q4 2025.
183 funds tracked by Wall St. Rank held Stagwell as of Q1 2026.

Based on Kestra Advisory Services's 13F filing for Q1 2026, filed 30 Apr 2026.