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Atomi Financial Group’s STAG Industrial STAG Stock Holding History

Atomi Financial Group’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
Q1 		– Sell
-7,012
Closed -$258K – 1312
2025
Q4 		$258K Sell
7,012
-29
-0.4% -$1.1K 0.01% 1017
2025
Q3 		$248K Sell
7,041
-858
-11% -$30.6K 0.01% 992
2025
Q2 		$287K Buy
7,899
+890
+13% +$30.8K 0.01% 842
2025
Q1 		$253K Buy
7,009
+39
+0.6% +$1.36K 0.01% 861
2024
Q4 		$236K Buy
6,970
+1,407
+25% +$51.5K 0.01% 836
2024
Q3 		$217K Buy
+5,563
New +$218K 0.01% 822

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
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
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return

Atomi Financial Group's STAG Position: Q1 2026 in Review

Atomi Financial Group sold out of STAG Industrial (STAG) in Q1 2026, closing a stake of 7,012 shares — an estimated $258K sold.

Atomi Financial Group first reported a position in STAG in Q3 2024 and held it in 6 quarters. The position peaked at $287K in Q2 2025. 535 funds tracked by Wall St. Rank hold STAG as of Q1 2026.

  • Atomi Financial Group reported no remaining STAG Industrial position as of Q1 2026 after selling out during the quarter.
  • Atomi Financial Group sold 7,012 STAG Industrial shares in Q1 2026, an estimated $258K.
  • Atomi Financial Group first reported a position in STAG Industrial in Q3 2024 and held it in 6 quarters.
  • Atomi Financial Group's STAG Industrial position peaked at $287K in Q2 2025.
  • 535 funds tracked by Wall St. Rank held STAG Industrial as of Q1 2026.

Based on Atomi Financial Group's 13F filing for Q1 2026, filed 14 May 2026.