Pension & Wealth Management Advisors’s Stagwell STGW Stock Holding History

Pension & Wealth Management Advisors’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	$150K	Sell	20,204 -1,190	-6%	-$7.88K	0.04%	204
2026 Q1	$135K	Sell	21,394 -15,999	-43%	-$89.5K	0.04%	197
2025 Q4	$183K	Hold	37,393	–	–	0.05%	175
2025 Q3	$211K	Hold	37,393	–	–	0.07%	148
2025 Q2	$168K	Buy	37,393 +5,080	+16%	+$25.5K	0.06%	152
2025 Q1	$195K	Buy	32,313 +3,105	+11%	+$19.5K	0.07%	142
2024 Q4	$192K	Hold	29,208	–	–	0.08%	136
2024 Q3	$205K	Buy	29,208 +2,451	+9%	+$16.8K	0.11%	94
2024 Q2	$182K	Hold	26,757	–	–	0.1%	98
2024 Q1	$166K	Hold	26,757	–	–	0.11%	104
2023 Q4	$177K	Hold	26,757	–	–	0.11%	103
2023 Q3	$125K	Buy	+26,757	New	+$158K	0.09%	114

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 $103B AUM 28.65% 1-Year Est. Return

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

Pension & Wealth Management Advisors's STGW Position: Q2 2026 in Review

Pension & Wealth Management Advisors reduced its Stagwell (STGW) stake by 5.6% in Q2 2026, selling an estimated $7.88K and leaving 20,204 shares worth $150K. The position accounts for 0.04% of the portfolio, ranked #204.

Pension & Wealth Management Advisors first reported a position in STGW in Q3 2023 and has held it in 12 quarters since. The position peaked at $211K in Q3 2025. 172 funds tracked by Wall St. Rank hold STGW as of Q2 2026.

Pension & Wealth Management Advisors held 20,204 shares of Stagwell worth $150K as of Q2 2026.
Pension & Wealth Management Advisors sold 1,190 Stagwell shares in Q2 2026, an estimated $7.88K.
Stagwell made up 0.04% of Pension & Wealth Management Advisors's portfolio in Q2 2026, its #204 holding.
Pension & Wealth Management Advisors first reported a position in Stagwell in Q3 2023 and has held it in 12 quarters since.
Pension & Wealth Management Advisors's Stagwell position peaked at $211K in Q3 2025.
172 funds tracked by Wall St. Rank held Stagwell as of Q2 2026.

Based on Pension & Wealth Management Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.