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Larson Financial Group’s Stagwell STGW Stock Holding History

Larson Financial Group’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 		$958 Sell
129
-405
-76% -$2.68K ﹤0.01% 3334
2026
Q1 		$3.36K Buy
534
+478
+854% +$2.67K ﹤0.01% 2782
2025
Q4 		$274 Sell
56
-75
-57% -$390 ﹤0.01% 3229
2025
Q3 		$738 Buy
131
+128
+4,267% +$679 ﹤0.01% 3004
2025
Q2 		$14 Buy
+3
New +$15 ﹤0.01% 3260

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

Larson Financial Group's STGW Position: Q2 2026 in Review

Larson Financial Group reduced its Stagwell (STGW) stake by 76% in Q2 2026, selling an estimated $2.68K and leaving 129 shares worth $958. The position accounts for ﹤0.01% of the portfolio, ranked #3334.

Larson Financial Group first reported a position in STGW in Q2 2025 and has held it in 5 quarters since. The position peaked at $3.36K in Q1 2026. 183 funds tracked by Wall St. Rank hold STGW as of Q2 2026.

  • Larson Financial Group held 129 shares of Stagwell worth $958 as of Q2 2026.
  • Larson Financial Group sold 405 Stagwell shares in Q2 2026, an estimated $2.68K.
  • Stagwell made up ﹤0.01% of Larson Financial Group's portfolio in Q2 2026, its #3334 holding.
  • Larson Financial Group first reported a position in Stagwell in Q2 2025 and has held it in 5 quarters since.
  • Larson Financial Group's Stagwell position peaked at $3.36K in Q1 2026.
  • 183 funds tracked by Wall St. Rank held Stagwell as of Q2 2026.

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