SageView Advisory Group
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SageView Advisory Group’s Organigram Holdings OGI Stock Holding History

SageView Advisory Group’s Portfolio OGI Stock Details OGI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-231
Closed -$389 – 1834
2025
Q4 		$389 Buy
+231
New +$397 ﹤0.01% 2465

Other funds holding OGI

Tidal Investments
Tidal Investments Milwaukee, Wisconsin $57.8B AUM 72.54% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
AI
AdvisorShares Investments Bethesda, Maryland $828M AUM 37.72% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return
BBA
Baader Bank Aktiengesellschaft Unterschleissheim, Germany $1.33B AUM 47.35% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
FAM
Formidable Asset Management Cincinnati, Ohio $629M AUM 15.56% 1-Year Est. Return
Leonteq Securities AG
Leonteq Securities AG Zurich, Switzerland $2.91B AUM 56.5% 1-Year Est. Return

SageView Advisory Group's OGI Position: Q1 2026 in Review

SageView Advisory Group sold out of Organigram Holdings (OGI) in Q1 2026, closing a stake of 231 shares — an estimated $389 sold.

SageView Advisory Group first reported a position in OGI in Q4 2025 and held it in 1 quarter. The position peaked at $389 in Q4 2025. 73 funds tracked by Wall St. Rank hold OGI as of Q1 2026.

  • SageView Advisory Group reported no remaining Organigram Holdings position as of Q1 2026 after selling out during the quarter.
  • SageView Advisory Group sold 231 Organigram Holdings shares in Q1 2026, an estimated $389.
  • SageView Advisory Group first reported a position in Organigram Holdings in Q4 2025 and held it in 1 quarter.
  • SageView Advisory Group's Organigram Holdings position peaked at $389 in Q4 2025.
  • 73 funds tracked by Wall St. Rank held Organigram Holdings as of Q1 2026.

Based on SageView Advisory Group's 13F filing for Q1 2026, filed 10 Aug 2026.