My Personal CFO LLC’s Stagwell STGW Stock Holding History

My Personal CFO LLC’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	$275K	Sell	37,035 -52,965	-59%	-$351K	0.11%	85
2026 Q1	$566K	Sell	90,000 -500,882	-85%	-$2.8M	0.25%	53
2025 Q4	$2.89M	Buy	+590,882	New	+$3.08M	1.21%	21
2025 Q3	–	Sell	-555,029	Closed	-$2.5M	–	144
2025 Q2	$2.5M	Hold	555,029	–	–	1.14%	25
2025 Q1	$3.36M	Hold	555,029	–	–	1.69%	14
2024 Q4	$3.65M	Sell	555,029 -12,411	-2%	-$88.5K	1.87%	13
2024 Q3	$3.98M	Sell	567,440 -782,000	-58%	-$5.36M	2.18%	9
2024 Q2	$9.2M	Sell	1,349,440 -41,407	-3%	-$267K	4.91%	5
2024 Q1	$8.65M	Buy	1,390,847 +57,407	+4%	+$359K	4.99%	5
2023 Q4	$8.84M	Buy	1,333,440 +807,505	+154%	+$4.03M	5.76%	4
2023 Q3	$2.47M	Sell	525,935 -151,000	-22%	-$893K	1.99%	11
2023 Q2	$4.88M	Buy	676,935 +69,191	+11%	+$457K	3.83%	7
2023 Q1	$4.51M	Sell	607,744 -927,250	-60%	-$6.48M	3.85%	6
2022 Q4	$10.9M	Buy	1,534,994 +50,678	+3%	+$365K	10.04%	1
2022 Q3	$10.3M	Buy	+1,484,316	New	+$9.58M	15.67%	1

Other funds holding STGW

Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return

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 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 Malvern, Pennsylvania $4.68T AUM

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

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

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

My Personal CFO LLC's STGW Position: Q2 2026 in Review

My Personal CFO LLC reduced its Stagwell (STGW) stake by 59% in Q2 2026, selling an estimated $351K and leaving 37,035 shares worth $275K. The position accounts for 0.11% of the portfolio, ranked #85.

My Personal CFO LLC first reported a position in STGW in Q3 2022 and has held it in 15 quarters since. The position peaked at $10.9M in Q4 2022. 184 funds tracked by Wall St. Rank hold STGW as of Q2 2026.

My Personal CFO LLC held 37,035 shares of Stagwell worth $275K as of Q2 2026.
My Personal CFO LLC sold 52,965 Stagwell shares in Q2 2026, an estimated $351K.
Stagwell made up 0.11% of My Personal CFO LLC's portfolio in Q2 2026, its #85 holding.
My Personal CFO LLC first reported a position in Stagwell in Q3 2022 and has held it in 15 quarters since.
My Personal CFO LLC's Stagwell position peaked at $10.9M in Q4 2022.
184 funds tracked by Wall St. Rank held Stagwell as of Q2 2026.

Based on My Personal CFO LLC's 13F filing for Q2 2026, filed 22 Jul 2026.