Allworth Financial’s STAG Industrial STAG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $89.3K | Buy |
2,345
+150
| +7% | +$5.73K | ﹤0.01% | 2022 |
|
|
2026
Q1 | $79.2K | Sell |
2,195
-270
| -11% | -$10.2K | ﹤0.01% | 2004 |
|
|
2025
Q4 | $90.6K | Buy |
2,465
+1,077
| +78% | +$40.9K | ﹤0.01% | 1814 |
|
|
2025
Q3 | $49K | Buy |
1,388
+120
| +9% | +$4.28K | ﹤0.01% | 2118 |
|
|
2025
Q2 | $46K | Sell |
1,268
-172
| -12% | -$5.95K | ﹤0.01% | 1993 |
|
|
2025
Q1 | $47.7K | Sell |
1,440
-381
| -21% | -$13.3K | ﹤0.01% | 1575 |
|
|
2024
Q4 | $62K | Sell |
1,821
-48
| -3% | -$1.76K | ﹤0.01% | 1470 |
|
|
2024
Q3 | $73.1K | Sell |
1,869
-27
| -1% | -$1.06K | ﹤0.01% | 1221 |
|
|
2024
Q2 | $74.2K | Buy |
1,896
+475
| +33% | +$16.9K | ﹤0.01% | 1195 |
|
|
2024
Q1 | $54.6K | Sell |
1,421
-13
| -0.9% | -$493 | ﹤0.01% | 1271 |
|
|
2023
Q4 | $56.3K | Buy |
1,434
+80
| +6% | +$2.84K | ﹤0.01% | 1155 |
|
|
2023
Q3 | $46.7K | Buy |
1,354
+7
| +0.5% | +$254 | ﹤0.01% | 1144 |
|
|
2023
Q2 | $48.3K | Hold |
1,347
| – | – | ﹤0.01% | 1136 |
|
|
2023
Q1 | $45.6K | Sell |
1,347
-18
| -1% | -$614 | ﹤0.01% | 1101 |
|
|
2022
Q4 | $44.1K | Buy |
1,365
+565
| +71% | +$17.7K | ﹤0.01% | 1060 |
|
|
2022
Q3 | $23K | Sell |
800
-6
| -0.7% | -$189 | ﹤0.01% | 1243 |
|
|
2022
Q2 | $25K | Sell |
806
-88
| -10% | -$3.12K | ﹤0.01% | 1154 |
|
|
2022
Q1 | $37K | Sell |
894
-682
| -43% | -$28.2K | ﹤0.01% | 1009 |
|
|
2021
Q4 | $76K | Buy |
1,576
+982
| +165% | +$42.8K | ﹤0.01% | 747 |
|
|
2021
Q3 | $23K | Hold |
594
| – | – | ﹤0.01% | 978 |
|
|
2021
Q2 | $22K | Hold |
594
| – | – | ﹤0.01% | 826 |
|
|
2021
Q1 | $20K | Buy |
594
+32
| +6% | +$1.02K | ﹤0.01% | 798 |
|
|
2020
Q4 | $18K | Buy |
562
+62
| +12% | +$1.94K | ﹤0.01% | 697 |
|
|
2020
Q3 | $15K | Hold |
500
| – | – | ﹤0.01% | 626 |
|
|
2020
Q2 | $15K | Hold |
500
| – | – | ﹤0.01% | 643 |
|
|
2020
Q1 | $11K | Hold |
500
| – | – | ﹤0.01% | 685 |
|
|
2019
Q4 | $16K | Hold |
500
| – | – | ﹤0.01% | 571 |
|
|
2019
Q3 | $15K | Hold |
500
| – | – | ﹤0.01% | 509 |
|
|
2019
Q2 | $15K | Hold |
500
| – | – | ﹤0.01% | 512 |
|
|
2019
Q1 | $15K | Hold |
500
| – | – | ﹤0.01% | 509 |
|
|
2018
Q4 | $12K | Hold |
500
| – | – | ﹤0.01% | 489 |
|
|
2018
Q3 | $14K | Hold |
500
| – | – | ﹤0.01% | 501 |
|
|
2018
Q2 | $14K | Hold |
500
| – | – | ﹤0.01% | 467 |
|
|
2018
Q1 | $12K | Sell |
500
-2,022
| -80% | -$49.3K | ﹤0.01% | 459 |
|
|
2017
Q4 | $69K | Buy |
2,522
+2,022
| +404% | +$56.5K | 0.01% | 207 |
|
|
2017
Q3 | $14K | Hold |
500
| – | – | ﹤0.01% | 419 |
|
|
2017
Q2 | $14K | Buy |
+500
| New | +$13.4K | ﹤0.01% | 430 |
|
Other funds holding STAG
Allworth Financial's STAG Position: Q2 2026 in Review
Allworth Financial increased its STAG Industrial (STAG) stake by 6.8% in Q2 2026, buying an estimated $5.73K and bringing the position to 2,345 shares worth $89.3K. The position accounts for ﹤0.01% of the portfolio, ranked #2022.
Allworth Financial first reported a position in STAG in Q2 2017 and has held it in 37 quarters since. The position peaked at $90.6K in Q4 2025. 547 funds tracked by Wall St. Rank hold STAG as of Q2 2026.
- Allworth Financial held 2,345 shares of STAG Industrial worth $89.3K as of Q2 2026.
- Allworth Financial bought 150 STAG Industrial shares in Q2 2026, an estimated $5.73K.
- STAG Industrial made up ﹤0.01% of Allworth Financial's portfolio in Q2 2026, its #2022 holding.
- Allworth Financial first reported a position in STAG Industrial in Q2 2017 and has held it in 37 quarters since.
- Allworth Financial's STAG Industrial position peaked at $90.6K in Q4 2025.
- 547 funds tracked by Wall St. Rank held STAG Industrial as of Q2 2026.
Based on Allworth Financial's 13F filing for Q2 2026, filed 11 Aug 2026.