Back to STGW
PENSION & WEALTH MANAGEMENT ADVISORS, INC. → STGW
PENSION & WEALTH MANAGEMENT ADVISORS, INC. STGW Position History
Stagwell Inc.
Quarters held
13
Latest value
$164K
Q3 2026
Peak value
$211K
First seen
Q3 2023
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2023 | $125K |
| Q4 2023 | $177K |
| Q1 2024 | $166K |
| Q2 2024 | $182K |
| Q3 2024 | $205K |
| Q4 2024 | $192K |
| Q1 2025 | $195K |
| Q2 2025 | $168K |
| Q3 2025 | $211K |
| Q4 2025 | $183K |
| Q1 2026 | $135K |
| Q2 2026 | $150K |
| Q3 2026 | $164K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $164K | 20.2K | — | — |
| Q2 2026 | $150K | 20.2K | — | — |
| Q1 2026 | $135K | 21.4K | — | — |
| Q4 2025 | $183K | 37.4K | — | — |
| Q3 2025 | $211K | 37.4K | — | — |
| Q2 2025 | $168K | 37.4K | — | — |
| Q1 2025 | $195K | 32.3K | — | — |
| Q4 2024 | $192K | 29.2K | — | — |
| Q3 2024 | $205K | 29.2K | — | — |
| Q2 2024 | $182K | 26.8K | — | — |
| Q1 2024 | $166K | 26.8K | — | — |
| Q4 2023 | $177K | 26.8K | — | — |
| Q3 2023 | $125K | 26.8K | — | — |
Other funds holding STGW
$77.8M
$57.8M
$42.3M
$32.2M
$31.9M
$29.1M
$23.4M
Other PENSION & WEALTH MANAGEMENT ADVISORS, INC. positions
FIS
$30.2MFIDELITY TOTAL BOND ETF
FIS
$27.4MFIDELITY TOTAL BOND ETF
STT-PG
$27.2MSTATE STREET DOUBLELINE TOTAL RETURN TACTICAL ETF
FIS
$26.9MFIDELITY TOTAL BOND ETF
FIS
$26.8MFIDELITY TOTAL BOND ETF
STT-PG
$26.2MSTATE STREET DOUBLELINE TOTAL RETURN TACTICAL ETF
STT-PG
$25.7MSTATE STREET DOUBLELINE TOTAL RETURN TACTICAL ETF
STT-PG
$25.7MSTATE STREET DOUBLELINE TOTAL RETURN TACTICAL ETF