Bank of Stockton’s First Industrial Realty Trust FR Stock Holding History

Bank of Stockton’s Portfolio FR Stock Details FR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.79M	Buy	29,251 +3,046	+12%	+$189K	0.5%	40
2026 Q1	$1.52M	Buy	26,205 +4,637	+21%	+$276K	0.47%	39
2025 Q4	$1.24M	Buy	21,568 +3,186	+17%	+$178K	0.35%	47
2025 Q3	$946K	Buy	+18,382	New	+$923K	0.27%	60

Other funds holding FR

DPIM

Duff & Phelps Investment Management Chicago, Illinois $10.6B AUM 18.62% 1-Year Est. Return

AIM

Artemis Investment Management Edinburgh, United Kingdom $11.2B AUM 80.72% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Arbejdsmarkedets Tillaegspension Hilleroed $4.6B AUM

Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

SOADOR

State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Bank of Stockton's FR Position: Q2 2026 in Review

Bank of Stockton increased its First Industrial Realty Trust (FR) stake by 12% in Q2 2026, buying an estimated $189K and bringing the position to 29,251 shares worth $1.79M. The position accounts for 0.5% of the portfolio, ranked #40.

Bank of Stockton first reported a position in FR in Q3 2025 and has held it in 4 quarters since. 146 funds tracked by Wall St. Rank hold FR as of Q2 2026.

Bank of Stockton held 29,251 shares of First Industrial Realty Trust worth $1.79M as of Q2 2026.
Bank of Stockton bought 3,046 First Industrial Realty Trust shares in Q2 2026, an estimated $189K.
First Industrial Realty Trust made up 0.5% of Bank of Stockton's portfolio in Q2 2026, its #40 holding.
Bank of Stockton first reported a position in First Industrial Realty Trust in Q3 2025 and has held it in 4 quarters since.
146 funds tracked by Wall St. Rank held First Industrial Realty Trust as of Q2 2026.

Based on Bank of Stockton's 13F filing for Q2 2026, filed 29 Jul 2026.