Johnson Financial Group Inc (Wisconsin)’s STAG Industrial STAG Stock Holding History

Johnson Financial Group Inc (Wisconsin)’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
2025 Q4	–	Sell	-2,416	Closed	-$85.6K	–	1099
2025 Q3	$85.6K	Buy	+2,416	New	+$86.1K	﹤0.01%	473
2025 Q1	–	Sell	-195	Closed	-$6.67K	–	945
2024 Q4	$6.67K	Sell	195 -53	-21%	-$1.94K	﹤0.01%	692
2024 Q3	$9.72K	Buy	+248	New	+$9.72K	﹤0.01%	686
2024 Q1	–	Sell	-440	Closed	-$17.3K	–	981
2023 Q4	$17.3K	Sell	440 -179	-29%	-$6.35K	﹤0.01%	575
2023 Q3	$21.4K	Buy	619 +179	+41%	+$6.5K	﹤0.01%	472
2023 Q2	$15.8K	Buy	+440	New	+$15.2K	﹤0.01%	513

Other funds holding STAG

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

Norges Bank Oslo, Norway $935B AUM

Geode Capital Management

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

CBRE Investment Management Listed Real Assets Radnor, Pennsylvania $6.75B AUM 8.88% 1-Year Est. Return

AllianceBernstein

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

EARNEST Partners

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

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