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 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

Other funds holding STGW

Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return

MAP

Madison Avenue Partners New York $2.3B AUM 115.82% 1-Year Est. Return

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

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

ACM

ADW Capital Management Miami Beach, Florida $257M AUM 11.22% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Root Financial Partners's STGW Position: Q1 2026 in Review

Root Financial Partners held its Stagwell (STGW) position steady in Q1 2026 at 7 shares worth $44. The position accounts for ﹤0.01% of the portfolio, ranked #3391.

Root Financial Partners first reported a position in STGW in Q3 2025 and has held it in 3 quarters since. 183 funds tracked by Wall St. Rank hold STGW as of Q1 2026.

Root Financial Partners held 7 shares of Stagwell worth $44 as of Q1 2026.
Root Financial Partners left its Stagwell share count unchanged in Q1 2026.
Stagwell made up ﹤0.01% of Root Financial Partners's portfolio in Q1 2026, its #3391 holding.
Root Financial Partners first reported a position in Stagwell in Q3 2025 and has held it in 3 quarters since.
183 funds tracked by Wall St. Rank held Stagwell as of Q1 2026.

Based on Root Financial Partners's 13F filing for Q1 2026, filed 24 Apr 2026.