BHWM
STAG icon

Bay Harbor Wealth Management’s STAG Industrial STAG Stock Holding History

Bay Harbor Wealth Management’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
-40
Closed -$1.48K – 1341
2025
Q4 		$1.48K Sell
40
-4
-9% -$152 ﹤0.01% 545
2025
Q3 		$1.55K Sell
44
-1
-2% -$36 ﹤0.01% 411
2025
Q2 		$1.64K Hold
45
– – ﹤0.01% 345
2025
Q1 		$1.63K Buy
45
+13
+41% +$453 ﹤0.01% 214
2024
Q4 		$1.09K Hold
32
– – ﹤0.01% 166
2024
Q3 		$1.25K Hold
32
– – ﹤0.01% 154
2024
Q2 		$1.16K Hold
32
– – ﹤0.01% 161
2024
Q1 		$1.23K Sell
32
-1
-3% -$38 ﹤0.01% 163
2023
Q4 		$1.3K Hold
33
– – ﹤0.01% 157
2023
Q3 		$1.14K Hold
33
– – ﹤0.01% 151
2023
Q2 		$1.18K Buy
+33
New +$1.14K ﹤0.01% 155

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

Bay Harbor Wealth Management's STAG Position: Q1 2026 in Review

Bay Harbor Wealth Management sold out of STAG Industrial (STAG) in Q1 2026, closing a stake of 40 shares — an estimated $1.48K sold.

Bay Harbor Wealth Management first reported a position in STAG in Q2 2023 and held it in 11 quarters. The position peaked at $1.64K in Q2 2025. 535 funds tracked by Wall St. Rank hold STAG as of Q1 2026.

  • Bay Harbor Wealth Management reported no remaining STAG Industrial position as of Q1 2026 after selling out during the quarter.
  • Bay Harbor Wealth Management sold 40 STAG Industrial shares in Q1 2026, an estimated $1.48K.
  • Bay Harbor Wealth Management first reported a position in STAG Industrial in Q2 2023 and held it in 11 quarters.
  • Bay Harbor Wealth Management's STAG Industrial position peaked at $1.64K in Q2 2025.
  • 535 funds tracked by Wall St. Rank held STAG Industrial as of Q1 2026.

Based on Bay Harbor Wealth Management's 13F filing for Q1 2026, filed 14 Apr 2026.