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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
Q2 		$2.2M Buy
57,846
+12,337
+27% +$471K 0.19% 82
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 $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

Cascade Financial Partners's STAG Position: Q2 2026 in Review

Cascade Financial Partners increased its STAG Industrial (STAG) stake by 27% in Q2 2026, buying an estimated $471K and bringing the position to 57,846 shares worth $2.2M. The position accounts for 0.19% of the portfolio, ranked #82.

Cascade Financial Partners 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.

  • Cascade Financial Partners held 57,846 shares of STAG Industrial worth $2.2M as of Q2 2026.
  • Cascade Financial Partners bought 12,337 STAG Industrial shares in Q2 2026, an estimated $471K.
  • STAG Industrial made up 0.19% of Cascade Financial Partners's portfolio in Q2 2026, its #82 holding.
  • Cascade Financial Partners 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 Cascade Financial Partners's 13F filing for Q2 2026, filed 4 Aug 2026.