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Root Financial Partners’s Stagwell STGW Stock Holding History

Root Financial Partners’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 		– Sell
-7
Closed -$44 – 2822
2026
Q1 		$44 Hold
7
– – ﹤0.01% 3391
2025
Q4 		$34 Hold
7
– – ﹤0.01% 2400
2025
Q3 		$39 Buy
+7
New +$37 ﹤0.01% 2274

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Vanguard Capital Management
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Boston Partners
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Root Financial Partners's STGW Position: Q2 2026 in Review

Root Financial Partners sold out of Stagwell (STGW) in Q2 2026, closing a stake of 7 shares — an estimated $44 sold.

Root Financial Partners first reported a position in STGW in Q3 2025 and held it in 3 quarters. The position peaked at $44 in Q1 2026. 183 funds tracked by Wall St. Rank hold STGW as of Q2 2026.

  • Root Financial Partners reported no remaining Stagwell position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 7 Stagwell shares in Q2 2026, an estimated $44.
  • Root Financial Partners first reported a position in Stagwell in Q3 2025 and held it in 3 quarters.
  • Root Financial Partners's Stagwell position peaked at $44 in Q1 2026.
  • 183 funds tracked by Wall St. Rank held Stagwell as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.