PENSION & WEALTH MANAGEMENT ADVISORS, INC.
PensionPosition in STGW — Stagwell Inc
CIK 2145782
WALTHAM, MA
Position in STGW
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$150,115
+$15,547 QoQ
Shares Held
20,204
-5.6% QoQ
Ownership
0.008%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
#115
of 183 holders
Holding Since
Sep 2023
12 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in STGW Over Time
Shares Held
Position Value (USD)
Position in Advertising Agencies
Communication Services · as of Jun 30, 2026PENSION & WEALTH MANAGEMENT ADVISORS, INC. holds $215,880 across 2 Advertising Agencies names. STGW ranks #1 (69.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | STGW |
Stagwell Inc
This page
|
20,204 | $150,115 | |
| 2 | OMC |
Omnicom Group Inc.
|
903 | $65,765 |
All Filings in STGW
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12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $150,115 | 20,204 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $134,568 | 21,394 | Shares | Sole | 2026-08-07 | |
| 2025-12-31 | $182,851 | 37,393 | Shares | Sole | 2026-08-07 | |
| 2025-09-30 | $210,522 | 37,393 | Shares | Sole | 2026-08-07 | |
| 2025-06-30 | $168,268 | 37,393 | Shares | Sole | 2026-08-07 | |
| 2025-03-31 | $195,493 | 32,313 | Shares | Sole | 2026-08-07 | |
| 2024-12-31 | $192,188 | 29,208 | Shares | Sole | 2026-08-07 | |
| 2024-09-30 | $205,040 | 29,208 | Shares | Sole | 2026-08-07 | |
| 2024-06-30 | $182,482 | 26,757 | Shares | Sole | 2026-08-07 | |
| 2024-03-31 | $166,428 | 26,757 | Shares | Sole | 2026-08-07 | |
| 2023-12-31 | $177,398 | 26,757 | Shares | Sole | 2026-08-07 | |
| 2023-09-30 | $125,490 | 26,757 | Shares | Sole | 2026-08-07 | |
| No filing history on record for this holder in this stock. | ||||||