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BOK Financial Private Wealth’s STAG Industrial STAG Stock Holding History

BOK Financial Private 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
2025
Q2 		– Sell
-540
Closed -$19.5K – 491
2025
Q1 		$19.5K Buy
+540
New +$18.8K ﹤0.01% 345
2024
Q4 		– Sell
-138
Closed -$5.41K – 681
2024
Q3 		$5.41K Hold
138
– – ﹤0.01% 431
2024
Q2 		$4.99K Hold
138
– – ﹤0.01% 406
2024
Q1 		$5.32K Hold
138
– – ﹤0.01% 397
2023
Q4 		$5.43K Buy
+138
New +$4.9K ﹤0.01% 394

Other funds holding STAG

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
CIMLRA
CBRE Investment Management Listed Real Assets Radnor, Pennsylvania $6.75B AUM 8.88% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

BOK Financial Private Wealth's STAG Position: Q2 2025 in Review

BOK Financial Private Wealth sold out of STAG Industrial (STAG) in Q2 2025, closing a stake of 540 shares — an estimated $19.5K sold.

BOK Financial Private Wealth first reported a position in STAG in Q4 2023 and held it in 5 quarters. The position peaked at $19.5K in Q1 2025. 521 funds tracked by Wall St. Rank hold STAG as of Q2 2025.

  • BOK Financial Private Wealth reported no remaining STAG Industrial position as of Q2 2025 after selling out during the quarter.
  • BOK Financial Private Wealth sold 540 STAG Industrial shares in Q2 2025, an estimated $19.5K.
  • BOK Financial Private Wealth first reported a position in STAG Industrial in Q4 2023 and held it in 5 quarters.
  • BOK Financial Private Wealth's STAG Industrial position peaked at $19.5K in Q1 2025.
  • 521 funds tracked by Wall St. Rank held STAG Industrial as of Q2 2025.

Based on BOK Financial Private Wealth's 13F filing for Q2 2025, filed 7 Aug 2025.