BCO Wealth Management’s STAG Industrial STAG Stock Holding History

BCO 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 Q2	$236K	Hold	6,200	–	–	0.13%	40
2026 Q1	$224K	Hold	6,200	–	–	0.13%	37
2025 Q4	$228K	Hold	6,200	–	–	0.14%	35
2025 Q3	$219K	Hold	6,200	–	–	0.14%	34
2025 Q2	$225K	Hold	6,200	–	–	0.16%	33
2025 Q1	$224K	Hold	6,200	–	–	0.18%	28
2024 Q4	$210K	Buy	+6,200	New	+$227K	0.17%	32

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

BCO Wealth Management's STAG Position: Q2 2026 in Review

BCO Wealth Management held its STAG Industrial (STAG) position steady in Q2 2026 at 6,200 shares worth $236K. The position accounts for 0.13% of the portfolio, ranked #40.

BCO Wealth Management first reported a position in STAG in Q4 2024 and has held it in 7 quarters since. 548 funds tracked by Wall St. Rank hold STAG as of Q2 2026.

BCO Wealth Management held 6,200 shares of STAG Industrial worth $236K as of Q2 2026.
BCO Wealth Management left its STAG Industrial share count unchanged in Q2 2026.
STAG Industrial made up 0.13% of BCO Wealth Management's portfolio in Q2 2026, its #40 holding.
BCO Wealth Management first reported a position in STAG Industrial in Q4 2024 and has held it in 7 quarters since.
548 funds tracked by Wall St. Rank held STAG Industrial as of Q2 2026.

Based on BCO Wealth Management's 13F filing for Q2 2026, filed 14 Jul 2026.