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Sigma Planning Corp’s Stagwell STGW Stock Holding History

Sigma Planning Corp’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 		– Sell
-10,346
Closed -$50.6K – 1396
2025
Q4 		$50.6K Sell
10,346
-3,654
-26% -$19K ﹤0.01% 1279
2025
Q3 		$78.8K Sell
14,000
-771
-5% -$4.09K ﹤0.01% 1265
2025
Q2 		$66.5K Buy
+14,771
New +$74.3K ﹤0.01% 1222

Other funds holding STGW

Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return
MAP
Madison Avenue Partners New York $2.32B AUM 132.6% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
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
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Sigma Planning Corp's STGW Position: Q1 2026 in Review

Sigma Planning Corp sold out of Stagwell (STGW) in Q1 2026, closing a stake of 10,346 shares — an estimated $50.6K sold.

Sigma Planning Corp first reported a position in STGW in Q2 2025 and held it in 3 quarters. The position peaked at $78.8K in Q3 2025. 185 funds tracked by Wall St. Rank hold STGW as of Q1 2026.

  • Sigma Planning Corp reported no remaining Stagwell position as of Q1 2026 after selling out during the quarter.
  • Sigma Planning Corp sold 10,346 Stagwell shares in Q1 2026, an estimated $50.6K.
  • Sigma Planning Corp first reported a position in Stagwell in Q2 2025 and held it in 3 quarters.
  • Sigma Planning Corp's Stagwell position peaked at $78.8K in Q3 2025.
  • 185 funds tracked by Wall St. Rank held Stagwell as of Q1 2026.

Based on Sigma Planning Corp's 13F filing for Q1 2026, filed 4 May 2026.