BEI
STAG icon

Benjamin Edwards Inc’s STAG Industrial STAG Stock Holding History

Benjamin Edwards Inc’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 		$212K Sell
5,559
-36
-0.6% -$1.38K ﹤0.01% 1365
2026
Q1 		$202K Sell
5,595
-737
-12% -$27.9K ﹤0.01% 1309
2025
Q4 		$233K Buy
6,332
+102
+2% +$3.87K ﹤0.01% 1208
2025
Q3 		$220K Buy
6,230
+282
+5% +$10.1K ﹤0.01% 1217
2025
Q2 		$216K Buy
+5,948
New +$206K ﹤0.01% 1098
2024
Q4 		– Sell
-5,937
Closed -$232K – 1137
2024
Q3 		$232K Buy
5,937
+3,487
+142% +$137K ﹤0.01% 1024
2024
Q2 		$88K Sell
2,450
-24
-1% -$854 0.02% 437
2024
Q1 		$95K Sell
2,474
-6,100
-71% -$231K 0.02% 419
2023
Q4 		$337K Buy
8,574
+61
+0.7% +$2.17K 0.07% 242
2023
Q3 		$294K Sell
8,513
-223
-3% -$8.09K 0.07% 229
2023
Q2 		$313K Sell
8,736
-447
-5% -$15.5K 0.07% 215
2023
Q1 		$311K Buy
9,183
+1,931
+27% +$65.9K 0.08% 219
2022
Q4 		$234K Sell
7,252
-46
-0.6% -$1.44K 0.06% 240
2022
Q3 		$207K Sell
7,298
-359
-5% -$11.3K 0.06% 251
2022
Q2 		$236K Sell
7,657
-136
-2% -$4.82K 0.07% 241
2022
Q1 		$322K Buy
7,793
+263
+3% +$10.9K 0.09% 217
2021
Q4 		$361K Buy
7,530
+187
+3% +$8.15K 0.12% 186
2021
Q3 		$288K Sell
7,343
-75
-1% -$3.06K 0.18% 148
2021
Q2 		$278K Sell
7,418
-65
-0.9% -$2.37K 0.19% 143
2021
Q1 		$252K Sell
7,483
-279
-4% -$8.9K 0.19% 140
2020
Q4 		$243K Buy
+7,762
New +$243K 0.19% 130

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
Norges Bank
Norges Bank Oslo, Norway $1T 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
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Benjamin Edwards Inc's STAG Position: Q2 2026 in Review

Benjamin Edwards Inc reduced its STAG Industrial (STAG) stake by 0.64% in Q2 2026, selling an estimated $1.38K and leaving 5,559 shares worth $212K. The position accounts for ﹤0.01% of the portfolio, ranked #1365.

Benjamin Edwards Inc first reported a position in STAG in Q4 2020 and has held it in 21 quarters since. The position peaked at $361K in Q4 2021. 547 funds tracked by Wall St. Rank hold STAG as of Q2 2026.

  • Benjamin Edwards Inc held 5,559 shares of STAG Industrial worth $212K as of Q2 2026.
  • Benjamin Edwards Inc sold 36 STAG Industrial shares in Q2 2026, an estimated $1.38K.
  • STAG Industrial made up ﹤0.01% of Benjamin Edwards Inc's portfolio in Q2 2026, its #1365 holding.
  • Benjamin Edwards Inc first reported a position in STAG Industrial in Q4 2020 and has held it in 21 quarters since.
  • Benjamin Edwards Inc's STAG Industrial position peaked at $361K in Q4 2021.
  • 547 funds tracked by Wall St. Rank held STAG Industrial as of Q2 2026.

Based on Benjamin Edwards Inc's 13F filing for Q2 2026, filed 24 Jul 2026.