Modern Wealth Management’s SPAR Group SGRP Stock Holding History

Modern Wealth Management’s Portfolio SGRP Stock Details SGRP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	–	Sell	-33,064	Closed	-$19.6K	–	1138
2026 Q1	$19.6K	Buy	+33,064	New	+$26.1K	﹤0.01%	876

Other funds holding SGRP

NCM

Nantahala Capital Management New Canaan, Connecticut $3.01B AUM 119.46% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

RBF Capital San Francisco, California $2.41B AUM 39.41% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Vanguard Fiduciary Trust Malvern, Pennsylvania $454B AUM

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

CSS LLC Chicago, Illinois $2.57B AUM 67.1% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Modern Wealth Management's SGRP Position: Q2 2026 in Review

Modern Wealth Management sold out of SPAR Group (SGRP) in Q2 2026, closing a stake of 33,064 shares — an estimated $19.6K sold.

Modern Wealth Management first reported a position in SGRP in Q1 2026 and held it in 1 quarter. The position peaked at $19.6K in Q1 2026. 18 funds tracked by Wall St. Rank hold SGRP as of Q2 2026.

Modern Wealth Management reported no remaining SPAR Group position as of Q2 2026 after selling out during the quarter.
Modern Wealth Management sold 33,064 SPAR Group shares in Q2 2026, an estimated $19.6K.
Modern Wealth Management first reported a position in SPAR Group in Q1 2026 and held it in 1 quarter.
Modern Wealth Management's SPAR Group position peaked at $19.6K in Q1 2026.
18 funds tracked by Wall St. Rank held SPAR Group as of Q2 2026.

Based on Modern Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.