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Action Point Financial Planning’s STAG Industrial STAG Stock Holding History

Action Point Financial Planning’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
Q2 		$17.8K Buy
+469
New +$17.9K ﹤0.01% 1176

Other funds holding STAG

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Action Point Financial Planning's STAG Position: Q2 2026 in Review

Action Point Financial Planning opened a new position in STAG Industrial (STAG) in Q2 2026: 469 shares worth $17.8K. The stake represents ﹤0.01% of the portfolio and ranks #1176 among its holdings.

544 funds tracked by Wall St. Rank hold STAG as of Q2 2026.

  • Action Point Financial Planning held 469 shares of STAG Industrial worth $17.8K as of Q2 2026.
  • STAG Industrial was a new Action Point Financial Planning position in Q2 2026.
  • STAG Industrial made up ﹤0.01% of Action Point Financial Planning's portfolio in Q2 2026, its #1176 holding.
  • 544 funds tracked by Wall St. Rank held STAG Industrial as of Q2 2026.

Based on Action Point Financial Planning's 13F filing for Q2 2026, filed 14 Aug 2026.