SSG
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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
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 $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
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
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
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Summit Securities Group's STGW Position: Q1 2026 in Review

Summit Securities Group increased its Stagwell (STGW) stake by 8.7% in Q1 2026, buying an estimated $962 and bringing the position to 2,144 shares worth $13.5K. The position accounts for ﹤0.01% of the portfolio, ranked #608.

Summit Securities Group first reported a position in STGW in Q4 2023 and has held it in 3 quarters since. The position peaked at $31K in Q4 2023. 183 funds tracked by Wall St. Rank hold STGW as of Q1 2026.

  • Summit Securities Group held 2,144 shares of Stagwell worth $13.5K as of Q1 2026.
  • Summit Securities Group bought 172 Stagwell shares in Q1 2026, an estimated $962.
  • Stagwell made up ﹤0.01% of Summit Securities Group's portfolio in Q1 2026, its #608 holding.
  • Summit Securities Group first reported a position in Stagwell in Q4 2023 and has held it in 3 quarters since.
  • Summit Securities Group's Stagwell position peaked at $31K in Q4 2023.
  • 183 funds tracked by Wall St. Rank held Stagwell as of Q1 2026.

Based on Summit Securities Group's 13F filing for Q1 2026, filed 30 Apr 2026.