SSG
STGW icon

Summit Securities Group’s Stagwell STGW Stock Holding History

Summit Securities Group’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 		$6.19K Sell
833
-1,311
-61% -$8.69K ﹤0.01% 935
2026
Q1 		$13.5K Buy
2,144
+172
+9% +$962 ﹤0.01% 608
2025
Q4 		$9.64K Buy
+1,972
New +$10.3K ﹤0.01% 895
2024
Q1 		– Sell
-4,639
Closed -$31K – 858
2023
Q4 		$31K Buy
+4,639
New +$23.1K ﹤0.01% 438

Other funds holding STGW

Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
MAP
Madison Avenue Partners New York $2.32B AUM 132.6% 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
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
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Summit Securities Group's STGW Position: Q2 2026 in Review

Summit Securities Group reduced its Stagwell (STGW) stake by 61% in Q2 2026, selling an estimated $8.69K and leaving 833 shares worth $6.19K. The position accounts for ﹤0.01% of the portfolio, ranked #935.

Summit Securities Group first reported a position in STGW in Q4 2023 and has held it in 4 quarters since. The position peaked at $31K in Q4 2023. 184 funds tracked by Wall St. Rank hold STGW as of Q2 2026.

  • Summit Securities Group held 833 shares of Stagwell worth $6.19K as of Q2 2026.
  • Summit Securities Group sold 1,311 Stagwell shares in Q2 2026, an estimated $8.69K.
  • Stagwell made up ﹤0.01% of Summit Securities Group's portfolio in Q2 2026, its #935 holding.
  • Summit Securities Group first reported a position in Stagwell in Q4 2023 and has held it in 4 quarters since.
  • Summit Securities Group's Stagwell position peaked at $31K in Q4 2023.
  • 184 funds tracked by Wall St. Rank held Stagwell as of Q2 2026.

Based on Summit Securities Group's 13F filing for Q2 2026, filed 3 Aug 2026.