O'Shaughnessy Asset Management’s Superior Group of Companies SGC Stock Holding History

O'Shaughnessy Asset Management’s Portfolio SGC Stock Details SGC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$107K	Sell	10,514 -2,004	-16%	-$20.2K	﹤0.01%	2109
2025 Q4	$121K	Buy	+12,518	New	+$122K	﹤0.01%	2089
2025 Q2	–	Sell	-21,936	Closed	-$240K	–	2488
2025 Q1	$240K	Sell	21,936 -43,450	-66%	-$611K	﹤0.01%	1700
2024 Q4	$1.08M	Sell	65,386 -6,801	-9%	-$109K	0.01%	925
2024 Q3	$1.1M	Sell	72,187 -19,468	-21%	-$317K	0.01%	868
2024 Q2	$1.73M	Buy	91,655 +17,621	+24%	+$325K	0.02%	647
2024 Q1	$1.22M	Buy	74,034 +50,964	+221%	+$734K	0.01%	749
2023 Q4	$311K	Buy	+23,070	New	+$241K	﹤0.01%	1200
2021 Q4	–	Sell	-503	Closed	-$12K	–	2275
2021 Q3	$12K	Sell	503 -1,297	-72%	-$30.5K	﹤0.01%	2113
2021 Q2	$43K	Sell	1,800 -13,500	-88%	-$340K	﹤0.01%	1639
2021 Q1	$389K	Sell	15,300 -5,337	-26%	-$133K	0.01%	686
2020 Q4	$480K	Buy	20,637 +7,065	+52%	+$167K	0.01%	525
2020 Q3	$316K	Buy	13,572 +9,182	+209%	+$179K	0.01%	572
2020 Q2	$59K	Sell	4,390 -1,397	-24%	-$13.3K	﹤0.01%	969
2020 Q1	$49K	Sell	5,787 -2,167	-27%	-$25.2K	﹤0.01%	778
2019 Q4	$108K	Buy	7,954 +4,457	+127%	+$64.3K	﹤0.01%	775
2019 Q3	$56K	Buy	3,497 +613	+21%	+$9.56K	﹤0.01%	721
2019 Q2	$49K	Buy	+2,884	New	+$49.2K	﹤0.01%	733
2018 Q4	–	Sell	-1,980	Closed	-$38K	–	1010
2018 Q3	$38K	Sell	1,980 -4,141	-68%	-$81K	﹤0.01%	729
2018 Q2	$127K	Sell	6,121 -13	-0.2%	-$316	﹤0.01%	614
2018 Q1	$161K	Buy	6,134 +29	+0.5%	+$739	﹤0.01%	554
2017 Q4	$163K	Buy	6,105 +2,973	+95%	+$72.9K	﹤0.01%	584
2017 Q3	$72K	Buy	+3,132	New	+$69.6K	﹤0.01%	669
2016 Q1	–	Sell	-6	Closed	–	–	1015
2015 Q4	$0	Hold	6	–	–	﹤0.01%	995
2015 Q3	$0	Buy	6 +1	+20%	+$18	﹤0.01%	1000
2015 Q2	$0	Sell	5 -5	-50%	-$94	﹤0.01%	1069
2015 Q1	$0	Buy	+10	New	+$184	﹤0.01%	1115

Other funds holding SGC

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

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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

NSIM

North Star Investment Management Chicago, Illinois $1.65B AUM 20.56% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

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

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

O'Shaughnessy Asset Management's SGC Position: Q1 2026 in Review

O'Shaughnessy Asset Management reduced its Superior Group of Companies (SGC) stake by 16% in Q1 2026, selling an estimated $20.2K and leaving 10,514 shares worth $107K. The position accounts for ﹤0.01% of the portfolio, ranked #2109.

O'Shaughnessy Asset Management first reported a position in SGC in Q1 2015 and has held it in 27 quarters since. The position peaked at $1.73M in Q2 2024. 103 funds tracked by Wall St. Rank hold SGC as of Q1 2026.

O'Shaughnessy Asset Management held 10,514 shares of Superior Group of Companies worth $107K as of Q1 2026.
O'Shaughnessy Asset Management sold 2,004 Superior Group of Companies shares in Q1 2026, an estimated $20.2K.
Superior Group of Companies made up ﹤0.01% of O'Shaughnessy Asset Management's portfolio in Q1 2026, its #2109 holding.
O'Shaughnessy Asset Management first reported a position in Superior Group of Companies in Q1 2015 and has held it in 27 quarters since.
O'Shaughnessy Asset Management's Superior Group of Companies position peaked at $1.73M in Q2 2024.
103 funds tracked by Wall St. Rank held Superior Group of Companies as of Q1 2026.

Based on O'Shaughnessy Asset Management's 13F filing for Q1 2026, filed 13 May 2026.