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BFC Planning, Inc.’s STAG Industrial STAG Stock Holding History

BFC Planning, Inc.’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 		$104K Buy
2,734
+1,556
+132% +$59.5K ﹤0.01% 1224
2026
Q1 		$42.5K Hold
1,178
– – ﹤0.01% 1401
2025
Q4 		$43.3K Hold
1,178
– – ﹤0.01% 1427
2025
Q3 		$41.6K Hold
1,178
– – ﹤0.01% 1263
2025
Q2 		$42.7K Sell
1,178
-24
-2% -$830 ﹤0.01% 1197
2025
Q1 		$43.4K Buy
1,202
+44
+4% +$1.54K ﹤0.01% 1159
2024
Q4 		$39.2K Buy
+1,158
New +$42.4K ﹤0.01% 1211

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 $3.38T AUM 44.17% 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

BFC Planning, Inc.'s STAG Position: Q2 2026 in Review

BFC Planning, Inc. increased its STAG Industrial (STAG) stake by 132% in Q2 2026, buying an estimated $59.5K and bringing the position to 2,734 shares worth $104K. The position accounts for ﹤0.01% of the portfolio, ranked #1224.

BFC Planning, Inc. first reported a position in STAG in Q4 2024 and has held it in 7 quarters since. 552 funds tracked by Wall St. Rank hold STAG as of Q2 2026.

  • BFC Planning, Inc. held 2,734 shares of STAG Industrial worth $104K as of Q2 2026.
  • BFC Planning, Inc. bought 1,556 STAG Industrial shares in Q2 2026, an estimated $59.5K.
  • STAG Industrial made up ﹤0.01% of BFC Planning, Inc.'s portfolio in Q2 2026, its #1224 holding.
  • BFC Planning, Inc. first reported a position in STAG Industrial in Q4 2024 and has held it in 7 quarters since.
  • 552 funds tracked by Wall St. Rank held STAG Industrial as of Q2 2026.

Based on BFC Planning, Inc.'s 13F filing for Q2 2026, filed 29 Oct 2026.