HM Payson & Co’s STAG Industrial STAG Stock Holding History

HM Payson & Co’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	$36.1K	Hold	1,000	–	–	﹤0.01%	756
2025 Q4	$36.8K	Hold	1,000	–	–	﹤0.01%	749
2025 Q3	$35.3K	Hold	1,000	–	–	﹤0.01%	754
2025 Q2	$36.3K	Sell	1,000 -1,000	-50%	-$34.6K	﹤0.01%	701
2025 Q1	$72.2K	Buy	2,000 +1,000	+100%	+$34.9K	﹤0.01%	583
2024 Q4	$33.8K	Hold	1,000	–	–	﹤0.01%	701
2024 Q3	$39.1K	Hold	1,000	–	–	﹤0.01%	670
2024 Q2	$36.1K	Hold	1,000	–	–	﹤0.01%	654
2024 Q1	$38.4K	Hold	1,000	–	–	﹤0.01%	644
2023 Q4	$39.3K	Hold	1,000	–	–	﹤0.01%	634
2023 Q3	$34.5K	Hold	1,000	–	–	﹤0.01%	648
2023 Q2	$35.9K	Hold	1,000	–	–	﹤0.01%	638
2023 Q1	$33.8K	Buy	+1,000	New	+$34.1K	﹤0.01%	641

Other funds holding STAG

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Fidelity Investments

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

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

Geode Capital Management

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

AllianceBernstein

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

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