Twin Peaks Wealth Advisors’s Stagwell STGW Stock Holding History

Twin Peaks Wealth Advisors’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 Q3	–	Sell	-2	Closed	-$11	–	1863
2025 Q2	$11	Buy	+2	New	+$10	﹤0.01%	2265

Other funds holding STGW

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

Goldman Sachs New York $871B AUM 31.28% 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

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

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

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

PCM

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

Twin Peaks Wealth Advisors's STGW Position: Q3 2025 in Review

Twin Peaks Wealth Advisors sold out of Stagwell (STGW) in Q3 2025, closing a stake of 2 shares — an estimated $11 sold.

Twin Peaks Wealth Advisors first reported a position in STGW in Q2 2025 and held it in 1 quarter. The position peaked at $11 in Q2 2025. 162 funds tracked by Wall St. Rank hold STGW as of Q3 2025.

Twin Peaks Wealth Advisors reported no remaining Stagwell position as of Q3 2025 after selling out during the quarter.
Twin Peaks Wealth Advisors sold 2 Stagwell shares in Q3 2025, an estimated $11.
Twin Peaks Wealth Advisors first reported a position in Stagwell in Q2 2025 and held it in 1 quarter.
Twin Peaks Wealth Advisors's Stagwell position peaked at $11 in Q2 2025.
162 funds tracked by Wall St. Rank held Stagwell as of Q3 2025.

Based on Twin Peaks Wealth Advisors's 13F filing for Q3 2025, filed 30 Oct 2025.