Basepoint Wealth’s STAG Industrial STAG Stock Holding History

Basepoint Wealth’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	–	Sell	-163	Closed	-$5.89K	–	702
2026 Q1	$5.89K	Buy	163 +1	+0.6%	+$38	﹤0.01%	468
2025 Q4	$5.98K	Buy	+162	New	+$6.15K	﹤0.01%	444

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

Basepoint Wealth's STAG Position: Q2 2026 in Review

Basepoint Wealth sold out of STAG Industrial (STAG) in Q2 2026, closing a stake of 163 shares — an estimated $5.89K sold.

Basepoint Wealth first reported a position in STAG in Q4 2025 and held it in 2 quarters. The position peaked at $5.98K in Q4 2025. 547 funds tracked by Wall St. Rank hold STAG as of Q2 2026.

Basepoint Wealth reported no remaining STAG Industrial position as of Q2 2026 after selling out during the quarter.
Basepoint Wealth sold 163 STAG Industrial shares in Q2 2026, an estimated $5.89K.
Basepoint Wealth first reported a position in STAG Industrial in Q4 2025 and held it in 2 quarters.
Basepoint Wealth's STAG Industrial position peaked at $5.98K in Q4 2025.
547 funds tracked by Wall St. Rank held STAG Industrial as of Q2 2026.

Based on Basepoint Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.