Allied Private Wealth’s STAG Industrial STAG Stock Holding History

Allied Private Wealth’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	$1.31K	Buy	+34	New	+$1.3K	﹤0.01%	780

Other funds holding STAG

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Norges Bank Oslo, Norway $1T AUM

Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Allied Private Wealth's STAG Position: Q2 2026 in Review

Allied Private Wealth opened a new position in STAG Industrial (STAG) in Q2 2026: 34 shares worth $1.31K. The stake represents ﹤0.01% of the portfolio and ranks #780 among its holdings.

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

Allied Private Wealth held 34 shares of STAG Industrial worth $1.31K as of Q2 2026.
STAG Industrial was a new Allied Private Wealth position in Q2 2026.
STAG Industrial made up ﹤0.01% of Allied Private Wealth's portfolio in Q2 2026, its #780 holding.
547 funds tracked by Wall St. Rank held STAG Industrial as of Q2 2026.

Based on Allied Private Wealth's 13F filing for Q2 2026, filed 9 Jul 2026.