SBI Securities
STGW icon

SBI Securities’s Stagwell STGW Stock Holding History

SBI Securities’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
Q3 		$358 Sell
44
-13
-23% -$108 ﹤0.01% 3222
2026
Q2 		$424 Sell
57
-94
-62% -$623 ﹤0.01% 3093
2026
Q1 		$950 Sell
151
-159
-51% -$889 ﹤0.01% 2676
2025
Q4 		$1.52K Buy
310
+309
+30,900% +$1.61K ﹤0.01% 2496
2025
Q3 		$6 Hold
1
– – ﹤0.01% 4093
2025
Q2 		$5 Hold
1
– – ﹤0.01% 4072
2025
Q1 		$6 Hold
1
– – ﹤0.01% 4026
2024
Q4 		$7 Buy
+1
New +$7 ﹤0.01% 3967

Other funds holding STGW

Diversify Advisory Services
Diversify Advisory Services Sandy, Utah $6.69B AUM 18.85% 1-Year Est. Return
Diversify Wealth Management
Diversify Wealth Management Sandy, Utah $6.69B AUM 22.4% 1-Year Est. Return
ABLE Financial Group
ABLE Financial Group Scottsdale, Arizona $640M AUM 16% 1-Year Est. Return
Harbor Capital Advisors
Harbor Capital Advisors Chicago, Illinois $1.48B AUM 30.88% 1-Year Est. Return
Perennial Advisors
Perennial Advisors New York $669M AUM 17.88% 1-Year Est. Return
Roof Eidam Maycock Peralta (REMP)
Roof Eidam Maycock Peralta (REMP) San Francisco, California $531M AUM 13.26% 1-Year Est. Return
Counterpoint Mutual Funds
Counterpoint Mutual Funds San Diego, California $1.16B AUM 33.78% 1-Year Est. Return
Bailard
Bailard Foster City, California $4.94B AUM 25.15% 1-Year Est. Return
Sterling Capital Management
Sterling Capital Management Charlotte, North Carolina $4.92B AUM 24.73% 1-Year Est. Return
Net Worth Advisory Group
Net Worth Advisory Group Sandy, Utah $397M AUM 23.64% 1-Year Est. Return

SBI Securities's STGW Position: Q3 2026 in Review

SBI Securities reduced its Stagwell (STGW) stake by 23% in Q3 2026, selling an estimated $108 and leaving 44 shares worth $358. The position accounts for ﹤0.01% of the portfolio, ranked #3222.

SBI Securities first reported a position in STGW in Q4 2024 and has held it in 8 quarters since. The position peaked at $1.52K in Q4 2025. 29 funds tracked by Wall St. Rank hold STGW as of Q3 2026.

  • SBI Securities held 44 shares of Stagwell worth $358 as of Q3 2026.
  • SBI Securities sold 13 Stagwell shares in Q3 2026, an estimated $108.
  • Stagwell made up ﹤0.01% of SBI Securities's portfolio in Q3 2026, its #3222 holding.
  • SBI Securities first reported a position in Stagwell in Q4 2024 and has held it in 8 quarters since.
  • SBI Securities's Stagwell position peaked at $1.52K in Q4 2025.
  • 29 funds tracked by Wall St. Rank held Stagwell as of Q3 2026.

Based on SBI Securities's 13F filing for Q3 2026, filed 22 Oct 2026.