MWM
SGRP

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
Q1 		$19.6K Buy
+33,064
New +$26.1K ﹤0.01% 876

Other funds holding SGRP

NCM
Nantahala Capital Management New Canaan, Connecticut $2.72B AUM 121.58% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
RC
RBF Capital San Francisco, California $2.05B AUM 29.64% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
VFT
Vanguard Fiduciary Trust Malvern, Pennsylvania $396B AUM
CL
CSS LLC Chicago, Illinois $2.09B AUM 59.56% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Modern Wealth Management's SGRP Position: Q1 2026 in Review

Modern Wealth Management opened a new position in SPAR Group (SGRP) in Q1 2026: 33,064 shares worth $19.6K. The stake represents ﹤0.01% of the portfolio and ranks #876 among its holdings.

17 funds tracked by Wall St. Rank hold SGRP as of Q1 2026.

  • Modern Wealth Management held 33,064 shares of SPAR Group worth $19.6K as of Q1 2026.
  • SPAR Group was a new Modern Wealth Management position in Q1 2026.
  • SPAR Group made up ﹤0.01% of Modern Wealth Management's portfolio in Q1 2026, its #876 holding.
  • 17 funds tracked by Wall St. Rank held SPAR Group as of Q1 2026.

Based on Modern Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.