Bare Financial Services’s STAG Industrial STAG Stock Holding History

Bare Financial Services’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	$1.33K	Hold	35	–	–	﹤0.01%	1265
2026 Q1	$1.26K	Hold	35	–	–	﹤0.01%	1154
2025 Q4	$1.29K	Sell	35 -20	-36%	-$759	﹤0.01%	1024
2025 Q3	$1.94K	Buy	55 +22	+67%	+$784	﹤0.01%	816
2025 Q2	$1.2K	Buy	33 +20	+154%	+$692	﹤0.01%	865
2025 Q1	$470	Buy	+13	New	+$453	﹤0.01%	849

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

Bare Financial Services's STAG Position: Q2 2026 in Review

Bare Financial Services held its STAG Industrial (STAG) position steady in Q2 2026 at 35 shares worth $1.33K. The position accounts for ﹤0.01% of the portfolio, ranked #1265.

Bare Financial Services first reported a position in STAG in Q1 2025 and has held it in 6 quarters since. The position peaked at $1.94K in Q3 2025. 547 funds tracked by Wall St. Rank hold STAG as of Q2 2026.

Bare Financial Services held 35 shares of STAG Industrial worth $1.33K as of Q2 2026.
Bare Financial Services left its STAG Industrial share count unchanged in Q2 2026.
STAG Industrial made up ﹤0.01% of Bare Financial Services's portfolio in Q2 2026, its #1265 holding.
Bare Financial Services first reported a position in STAG Industrial in Q1 2025 and has held it in 6 quarters since.
Bare Financial Services's STAG Industrial position peaked at $1.94K in Q3 2025.
547 funds tracked by Wall St. Rank held STAG Industrial as of Q2 2026.

Based on Bare Financial Services's 13F filing for Q2 2026, filed 27 Jul 2026.