SVB Wealth’s Stagwell STGW Stock Holding History

SVB Wealth’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
2025 Q2	–	Sell	-706	Closed	-$4.27K	–	1484
2025 Q1	$4.27K	Buy	+706	New	+$4.44K	﹤0.01%	1066

Other funds holding STGW

Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

MAP

Madison Avenue Partners New York $2.3B AUM 115.82% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

PCM

Penn Capital Management Philadelphia, Pennsylvania $1.29B AUM 53.44% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

SVB Wealth's STGW Position: Q2 2025 in Review

SVB Wealth sold out of Stagwell (STGW) in Q2 2025, closing a stake of 706 shares — an estimated $4.27K sold.

SVB Wealth first reported a position in STGW in Q1 2025 and held it in 1 quarter. The position peaked at $4.27K in Q1 2025. 153 funds tracked by Wall St. Rank hold STGW as of Q2 2025.

SVB Wealth reported no remaining Stagwell position as of Q2 2025 after selling out during the quarter.
SVB Wealth sold 706 Stagwell shares in Q2 2025, an estimated $4.27K.
SVB Wealth first reported a position in Stagwell in Q1 2025 and held it in 1 quarter.
SVB Wealth's Stagwell position peaked at $4.27K in Q1 2025.
153 funds tracked by Wall St. Rank held Stagwell as of Q2 2025.

Based on SVB Wealth's 13F filing for Q2 2025, filed 14 Aug 2025.