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Cascade Financial Partners’s STAG Industrial STAG Stock Holding History

Cascade Financial Partners’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 		$1.64M Buy
45,509
+4,208
+10% +$160K 0.17% 90
2025
Q4 		$1.52M Buy
41,301
+11,750
+40% +$446K 0.15% 93
2025
Q3 		$1.04M Buy
29,551
+1,715
+6% +$61.1K 0.12% 112
2025
Q2 		$1.01M Buy
27,836
+4,738
+21% +$164K 0.12% 108
2025
Q1 		$834K Buy
23,098
+16,711
+262% +$583K 0.11% 114
2024
Q4 		$216K Buy
+6,387
New +$234K 0.03% 233

Other funds holding STAG

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
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
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return

Cascade Financial Partners's STAG Position: Q1 2026 in Review

Cascade Financial Partners increased its STAG Industrial (STAG) stake by 10% in Q1 2026, buying an estimated $160K and bringing the position to 45,509 shares worth $1.64M. The position accounts for 0.17% of the portfolio, ranked #90.

Cascade Financial Partners first reported a position in STAG in Q4 2024 and has held it in 6 quarters since. 532 funds tracked by Wall St. Rank hold STAG as of Q1 2026.

  • Cascade Financial Partners held 45,509 shares of STAG Industrial worth $1.64M as of Q1 2026.
  • Cascade Financial Partners bought 4,208 STAG Industrial shares in Q1 2026, an estimated $160K.
  • STAG Industrial made up 0.17% of Cascade Financial Partners's portfolio in Q1 2026, its #90 holding.
  • Cascade Financial Partners first reported a position in STAG Industrial in Q4 2024 and has held it in 6 quarters since.
  • 532 funds tracked by Wall St. Rank held STAG Industrial as of Q1 2026.

Based on Cascade Financial Partners's 13F filing for Q1 2026, filed 12 May 2026.