First National Trust’s STAG Industrial STAG Stock Holding History

First National Trust’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	–	Sell	-23,204	Closed	-$837K	–	427
2026 Q1	$837K	Buy	23,204 +38	+0.2%	+$1.44K	0.03%	265
2025 Q4	$852K	Buy	23,166 +388	+2%	+$14.7K	0.03%	258
2025 Q3	$804K	Hold	22,778	–	–	0.03%	262
2025 Q2	$826K	Hold	22,778	–	–	0.03%	254
2025 Q1	$823K	Hold	22,778	–	–	0.03%	248
2024 Q4	$770K	Hold	22,778	–	–	0.03%	259
2024 Q3	$890K	Hold	22,778	–	–	0.03%	240
2024 Q2	$821K	Hold	22,778	–	–	0.03%	242
2024 Q1	$876K	Hold	22,778	–	–	0.04%	229
2023 Q4	$894K	Hold	22,778	–	–	0.04%	226
2023 Q3	$786K	Hold	22,778	–	–	0.04%	224
2023 Q2	$817K	Hold	22,778	–	–	0.04%	220
2023 Q1	$770K	Hold	22,778	–	–	0.04%	220
2022 Q4	$736K	Sell	22,778 -1,324	-5%	-$41.5K	0.04%	222
2022 Q3	$685K	Hold	24,102	–	–	0.04%	223
2022 Q2	$744K	Hold	24,102	–	–	0.04%	220
2022 Q1	$997K	Sell	24,102 -1	-0%	-$41	0.05%	205
2021 Q4	$1.16M	Buy	24,103 +2,085	+9%	+$90.9K	0.06%	191
2021 Q3	$864K	Hold	22,018	–	–	0.05%	207
2021 Q2	$824K	Hold	22,018	–	–	0.05%	213
2021 Q1	$740K	Buy	+22,018	New	+$703K	0.05%	213

Other funds holding STAG

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Norges Bank Oslo, Norway $1T AUM

Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

First National Trust's STAG Position: Q2 2026 in Review

First National Trust sold out of STAG Industrial (STAG) in Q2 2026, closing a stake of 23,204 shares — an estimated $837K sold.

First National Trust first reported a position in STAG in Q1 2021 and held it in 21 quarters. The position peaked at $1.16M in Q4 2021. 548 funds tracked by Wall St. Rank hold STAG as of Q2 2026.

First National Trust reported no remaining STAG Industrial position as of Q2 2026 after selling out during the quarter.
First National Trust sold 23,204 STAG Industrial shares in Q2 2026, an estimated $837K.
First National Trust first reported a position in STAG Industrial in Q1 2021 and held it in 21 quarters.
First National Trust's STAG Industrial position peaked at $1.16M in Q4 2021.
548 funds tracked by Wall St. Rank held STAG Industrial as of Q2 2026.

Based on First National Trust's 13F filing for Q2 2026, filed 30 Jul 2026.