True Wealth Design’s Superior Group of Companies SGC Stock Holding History

True Wealth Design’s Portfolio SGC Stock Details SGC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$38	Buy	+3	New	+$38	﹤0.01%	2527
2026 Q2	–	Sell	-11	Closed	-$112	–	2864
2026 Q1	$112	Hold	11	–	–	﹤0.01%	2449
2025 Q4	$107	Sell	11 -2	-15%	-$20	﹤0.01%	2333
2025 Q3	$140	Buy	13 +3	+30%	+$34	﹤0.01%	2381
2025 Q2	$103	Buy	10 +4	+67%	+$41	﹤0.01%	2230
2025 Q1	$66	Buy	+6	New	+$84	﹤0.01%	2316

Other funds holding SGC

CWC Advisors Lake Oswego, Oregon $215M AUM 18.92% 1-Year Est. Return

DSC

Daytona Street Capital Saint Louis, Missouri $141M AUM 14.38% 1-Year Est. Return

Bailard Foster City, California $4.94B AUM 25.15% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

FFO

Fortitude Family Office Scottsdale, Arizona $586M AUM 20.58% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Essential Partners Rancho Santa Fe, California $219M AUM 37.92% 1-Year Est. Return

True Wealth Design's SGC Position: Q3 2026 in Review

True Wealth Design opened a new position in Superior Group of Companies (SGC) in Q3 2026: 3 shares worth $38. The stake represents ﹤0.01% of the portfolio and ranks #2527 among its holdings. This is a return to the name: True Wealth Design previously reported a position in SGC as recently as Q1 2026.

True Wealth Design first reported a position in SGC in Q1 2025 and has held it in 6 quarters since. The position peaked at $140 in Q3 2025. 10 funds tracked by Wall St. Rank hold SGC as of Q3 2026.

True Wealth Design held 3 shares of Superior Group of Companies worth $38 as of Q3 2026.
Superior Group of Companies was a new True Wealth Design position in Q3 2026.
Superior Group of Companies made up ﹤0.01% of True Wealth Design's portfolio in Q3 2026, its #2527 holding.
True Wealth Design first reported a position in Superior Group of Companies in Q1 2025 and has held it in 6 quarters since.
True Wealth Design's Superior Group of Companies position peaked at $140 in Q3 2025.
10 funds tracked by Wall St. Rank held Superior Group of Companies as of Q3 2026.

Based on True Wealth Design's 13F filing for Q3 2026, filed 13 Oct 2026.