AssetMark Inc
STAG icon

AssetMark Inc’s STAG Industrial STAG Stock Holding History

AssetMark Inc’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 		$1.7M Buy
44,791
+1,285
+3% +$49.1K ﹤0.01% 985
2026
Q1 		$1.57M Buy
43,506
+1,443
+3% +$54.7K ﹤0.01% 936
2025
Q4 		$1.55M Buy
42,063
+13,703
+48% +$520K ﹤0.01% 919
2025
Q3 		$1M Buy
28,360
+188
+0.7% +$6.7K ﹤0.01% 972
2025
Q2 		$1.02M Buy
28,172
+26,357
+1,452% +$911K ﹤0.01% 917
2025
Q1 		$65.6K Hold
1,815
– – ﹤0.01% 1374
2024
Q4 		$61.4K Hold
1,815
– – ﹤0.01% 1371
2024
Q3 		$70.9K Hold
1,815
– – ﹤0.01% 1216
2024
Q2 		$65.4K Hold
1,815
– – ﹤0.01% 1183
2024
Q1 		$69.8K Sell
1,815
-35
-2% -$1.33K ﹤0.01% 1107
2023
Q4 		$72.6K Buy
1,850
+9
+0.5% +$319 ﹤0.01% 1089
2023
Q3 		$63.5K Buy
1,841
+26
+1% +$944 ﹤0.01% 1049
2023
Q2 		$65.1K Hold
1,815
– – ﹤0.01% 1019
2023
Q1 		$61.4K Hold
1,815
– – ﹤0.01% 983
2022
Q4 		$58.6K Hold
1,815
– – ﹤0.01% 1002
2022
Q3 		$52K Buy
1,815
+440
+32% +$13.9K ﹤0.01% 931
2022
Q2 		$42K Sell
1,375
-755
-35% -$26.8K ﹤0.01% 967
2022
Q1 		$88K Sell
2,130
-518
-20% -$21.4K ﹤0.01% 805
2021
Q4 		$127K Buy
2,648
+513
+24% +$22.4K ﹤0.01% 764
2021
Q3 		$84K Hold
2,135
– – ﹤0.01% 679
2021
Q2 		$80K Hold
2,135
– – ﹤0.01% 671
2021
Q1 		$72K Sell
2,135
-66
-3% -$2.11K ﹤0.01% 676
2020
Q4 		$69K Buy
2,201
+361
+20% +$11.3K ﹤0.01% 658
2020
Q3 		$56K Sell
1,840
-488
-21% -$15.4K ﹤0.01% 654
2020
Q2 		$68K Sell
2,328
-172
-7% -$4.53K ﹤0.01% 615
2020
Q1 		$56K Buy
2,500
+900
+56% +$26.2K ﹤0.01% 668
2019
Q4 		$51K Hold
1,600
– – ﹤0.01% 746
2019
Q3 		$47K Buy
1,600
+150
+10% +$4.45K ﹤0.01% 733
2019
Q2 		$44K Hold
1,450
– – ﹤0.01% 728
2019
Q1 		$43K Hold
1,450
– – ﹤0.01% 726
2018
Q4 		$36K Sell
1,450
-116
-7% -$3.03K ﹤0.01% 764
2018
Q3 		$43K Hold
1,566
– – ﹤0.01% 776
2018
Q2 		$43K Hold
1,566
– – ﹤0.01% 756
2018
Q1 		$37K Hold
1,566
– – ﹤0.01% 809
2017
Q4 		$43K Buy
1,566
+125
+9% +$3.5K ﹤0.01% 824
2017
Q3 		$40K Hold
1,441
– – ﹤0.01% 756
2017
Q2 		$40K Hold
1,441
– – ﹤0.01% 732
2017
Q1 		$36K Hold
1,441
– – ﹤0.01% 730
2016
Q4 		$34K Hold
1,441
– – ﹤0.01% 725
2016
Q3 		$35K Sell
1,441
-14
-1% -$342 ﹤0.01% 717
2016
Q2 		$35K Hold
1,455
– – ﹤0.01% 695
2016
Q1 		$30K Hold
1,455
– – ﹤0.01% 688
2015
Q4 		$27K Buy
+1,455
New +$28.4K ﹤0.01% 750

Other funds holding STAG

BTW
Boston Trust Walden Boston, Massachusetts $13.1B AUM 24.63% 1-Year Est. Return
CCM
Channing Capital Management Chicago, Illinois $4.34B AUM 37.08% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
MHI
Miller Howard Investments Kingston, New York $3.77B AUM 23.82% 1-Year Est. Return
LI
Leeward Investments Boston, Massachusetts $2.2B AUM 46.08% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

AssetMark Inc's STAG Position: Q2 2026 in Review

AssetMark Inc increased its STAG Industrial (STAG) stake by 3% in Q2 2026, buying an estimated $49.1K and bringing the position to 44,791 shares worth $1.7M. The position accounts for ﹤0.01% of the portfolio, ranked #985.

AssetMark Inc first reported a position in STAG in Q4 2015 and has held it in 43 quarters since. 183 funds tracked by Wall St. Rank hold STAG as of Q2 2026.

  • AssetMark Inc held 44,791 shares of STAG Industrial worth $1.7M as of Q2 2026.
  • AssetMark Inc bought 1,285 STAG Industrial shares in Q2 2026, an estimated $49.1K.
  • STAG Industrial made up ﹤0.01% of AssetMark Inc's portfolio in Q2 2026, its #985 holding.
  • AssetMark Inc first reported a position in STAG Industrial in Q4 2015 and has held it in 43 quarters since.
  • 183 funds tracked by Wall St. Rank held STAG Industrial as of Q2 2026.

Based on AssetMark Inc's 13F filing for Q2 2026, filed 30 Jul 2026.