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 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 $5.72T AUM 30.48% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return

First National Trust's STAG Position: Q1 2026 in Review

First National Trust increased its STAG Industrial (STAG) stake by 0.16% in Q1 2026, buying an estimated $1.44K and bringing the position to 23,204 shares worth $837K. The position accounts for 0.03% of the portfolio, ranked #265.

First National Trust first reported a position in STAG in Q1 2021 and has held it in 21 quarters since. The position peaked at $1.16M in Q4 2021. 532 funds tracked by Wall St. Rank hold STAG as of Q1 2026.

First National Trust held 23,204 shares of STAG Industrial worth $837K as of Q1 2026.
First National Trust bought 38 STAG Industrial shares in Q1 2026, an estimated $1.44K.
STAG Industrial made up 0.03% of First National Trust's portfolio in Q1 2026, its #265 holding.
First National Trust first reported a position in STAG Industrial in Q1 2021 and has held it in 21 quarters since.
First National Trust's STAG Industrial position peaked at $1.16M in Q4 2021.
532 funds tracked by Wall St. Rank held STAG Industrial as of Q1 2026.

Based on First National Trust's 13F filing for Q1 2026, filed 7 May 2026.