BWM
STAG icon

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
Q3 		$222K Hold
6,200
– – 0.12% 39
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

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Fort Washington Investment Advisors
Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $69.5B AUM 31.38% 1-Year Est. Return
Leeward Investments
Leeward Investments Boston, Massachusetts $1.98B AUM 28.98% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $40B AUM 30.45% 1-Year Est. Return
BOK Financial
BOK Financial Tulsa, Oklahoma $6.69B AUM 26.84% 1-Year Est. Return
Congress Asset Management
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.39% 1-Year Est. Return
Crestwood Advisors Group
Crestwood Advisors Group Boston, Massachusetts $6.76B AUM 24% 1-Year Est. Return
Wedge Capital Management
Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return
Oppenheimer & Co
Oppenheimer & Co New York $9.5B AUM 27.65% 1-Year Est. Return

BCO Wealth Management's STAG Position: Q3 2026 in Review

BCO Wealth Management held its STAG Industrial (STAG) position steady in Q3 2026 at 6,200 shares worth $222K. The position accounts for 0.12% of the portfolio, ranked #39.

BCO Wealth Management first reported a position in STAG in Q4 2024 and has held it in 8 quarters since. The position peaked at $236K in Q2 2026. 162 funds tracked by Wall St. Rank hold STAG as of Q3 2026.

  • BCO Wealth Management held 6,200 shares of STAG Industrial worth $222K as of Q3 2026.
  • BCO Wealth Management left its STAG Industrial share count unchanged in Q3 2026.
  • STAG Industrial made up 0.12% of BCO Wealth Management's portfolio in Q3 2026, its #39 holding.
  • BCO Wealth Management first reported a position in STAG Industrial in Q4 2024 and has held it in 8 quarters since.
  • BCO Wealth Management's STAG Industrial position peaked at $236K in Q2 2026.
  • 162 funds tracked by Wall St. Rank held STAG Industrial as of Q3 2026.

Based on BCO Wealth Management's 13F filing for Q3 2026, filed 14 Oct 2026.