Cedar Mountain Advisors
STAG icon

Cedar Mountain Advisors’s STAG Industrial STAG Stock Holding History

Cedar Mountain Advisors’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 		$8.74K Hold
244
– – ﹤0.01% 504
2026
Q2 		$9.29K Hold
244
– – ﹤0.01% 512
2026
Q1 		$8.8K Buy
+244
New +$9.25K ﹤0.01% 497

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Fort Washington Investment Advisors
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ProShare Advisors
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Pacific Heights Asset Management
Pacific Heights Asset Management San Francisco, California $3.1B AUM 37.54% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 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

Cedar Mountain Advisors's STAG Position: Q3 2026 in Review

Cedar Mountain Advisors held its STAG Industrial (STAG) position steady in Q3 2026 at 244 shares worth $8.74K. The position accounts for ﹤0.01% of the portfolio, ranked #504.

Cedar Mountain Advisors first reported a position in STAG in Q1 2026 and has held it in 3 quarters since. The position peaked at $9.29K in Q2 2026. 203 funds tracked by Wall St. Rank hold STAG as of Q3 2026.

  • Cedar Mountain Advisors held 244 shares of STAG Industrial worth $8.74K as of Q3 2026.
  • Cedar Mountain Advisors left its STAG Industrial share count unchanged in Q3 2026.
  • STAG Industrial made up ﹤0.01% of Cedar Mountain Advisors's portfolio in Q3 2026, its #504 holding.
  • Cedar Mountain Advisors first reported a position in STAG Industrial in Q1 2026 and has held it in 3 quarters since.
  • Cedar Mountain Advisors's STAG Industrial position peaked at $9.29K in Q2 2026.
  • 203 funds tracked by Wall St. Rank held STAG Industrial as of Q3 2026.

Based on Cedar Mountain Advisors's 13F filing for Q3 2026, filed 15 Oct 2026.