Superior Planning, LLC’s STAG Industrial STAG Stock Holding History

Superior Planning, LLC’s Portfolio STAG Stock Details STAG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$4.26K	Buy	+119	New	+$4.53K	﹤0.01%	1265

Other funds holding STAG

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

EARNEST Partners Atlanta, Georgia $25.4B AUM 35.48% 1-Year Est. Return

Boston Trust Walden Boston, Massachusetts $12.4B AUM 21.62% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

Channing Capital Management Chicago, Illinois $3.82B AUM 15.06% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Superior Planning, LLC's STAG Position: Q3 2026 in Review

Superior Planning, LLC opened a new position in STAG Industrial (STAG) in Q3 2026: 119 shares worth $4.26K. The stake represents ﹤0.01% of the portfolio and ranks #1265 among its holdings.

387 funds tracked by Wall St. Rank hold STAG as of Q3 2026.

Superior Planning, LLC held 119 shares of STAG Industrial worth $4.26K as of Q3 2026.
STAG Industrial was a new Superior Planning, LLC position in Q3 2026.
STAG Industrial made up ﹤0.01% of Superior Planning, LLC's portfolio in Q3 2026, its #1265 holding.
387 funds tracked by Wall St. Rank held STAG Industrial as of Q3 2026.

Based on Superior Planning, LLC's 13F filing for Q3 2026, filed 12 Nov 2026.