JFS WEALTH ADVISORS, LLC STGW STAGWELL INC

Ownership history in JFS WEALTH ADVISORS, LLC  ·  14 quarters on record

AI Ownership Summary

JFS WEALTH ADVISORS, LLC reported STAGWELL INC (STGW) in 14 quarterly 13F filings from 2024 Q1 through 2026 Q2. The latest visible filing shows STGW at 0.00% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this STGW ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was JFS WEALTH ADVISORS, LLC's position in STAGWELL INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q2

STGW was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.0% in 2024 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q1 to 2026 Q2

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How JFS WEALTH ADVISORS, LLC held STGW — position size vs. price
% of Fund (quarterly)    STGW price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 10 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 UNCHANGED 1 0% 0.00% $8 2026-07-10 $7.81
2026 Q1 REDUCED 96.2% +10.7% 1 -25 -96.2% 0.00% $7 2026-04-21 $7.02
2025 Q4 UNCHANGED 26 0% 0.00% $128 2026-01-14 $5.59
2025 Q3 REDUCED 7.1% -11.4% 26 -2 -7.1% 0.00% $147 2025-11-10 $4.77
2025 Q2 REDUCED 6.7% +21.6% 28 -2 -6.7% 0.00% $126 2025-07-24 $5.21
2025 Q1 UNCHANGED 30 0% 0.00% $182 2025-04-22 $5.49
2024 Q4 UNCHANGED 30 0% 0.00% $198 2025-01-31 $6.24
2024 Q3 ADDED 30 +1 +3.4% 0.00% $211 2024-10-25 $6.15
2024 Q2 UNCHANGED 29 0% 0.00% $198 2024-07-15 $7.14
2024 Q1 REDUCED 29 -1 -3.3% 0.00% $181 2024-04-30 $5.95
4 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About JFS WEALTH ADVISORS, LLC and STGW

These are the practical questions this page is built to answer before you even open the full history table.

How long has JFS WEALTH ADVISORS, LLC reported owning STGW?

JFS WEALTH ADVISORS, LLC reported STGW across 10 quarterly 13F filings, from 2024 Q1 through 2026 Q2.

What was the largest reported STGW position in JFS WEALTH ADVISORS, LLC's portfolio?

The largest reported portfolio weight for STGW was 0.00% in 2024 Q2.

What is the latest reported STGW position on this page?

The most recent filing on this page is 2026 Q2, when JFS WEALTH ADVISORS, LLC reported 1 shares, equal to 0.00% of portfolio, with an estimated market value of $8.

What does the chart on this STGW ownership page compare?

The chart compares JFS WEALTH ADVISORS, LLC's quarterly STGW portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did JFS WEALTH ADVISORS, LLC time their STGW position?

Based on 13F filing dates vs. subsequent STGW price moves, JFS WEALTH ADVISORS, LLC correctly timed 2 out of 9 reported position changes (22%). The annualised alpha on STGW relative to SPY over the holding period was -13.2%.

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