Jones Financial Companies
STAG icon

Jones Financial Companies’s STAG Industrial STAG Stock Holding History

Jones Financial Companies’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 		$16.4M Buy
416,857
+36,098
+9% +$1.38M 0.01% 740
2026
Q1 		$13.7M Buy
380,759
+368,644
+3,043% +$14M 0.01% 714
2025
Q4 		$445K Buy
12,115
+3,425
+39% +$130K ﹤0.01% 1570
2025
Q3 		$304K Buy
8,690
+958
+12% +$34.2K ﹤0.01% 1614
2025
Q2 		$280K Buy
7,732
+504
+7% +$17.4K ﹤0.01% 1519
2025
Q1 		$257K Buy
7,228
+2,651
+58% +$92.5K ﹤0.01% 1389
2024
Q4 		$155K Buy
4,577
+3,364
+277% +$123K ﹤0.01% 1460
2024
Q3 		$47.6K Buy
1,213
+1,145
+1,684% +$44.9K ﹤0.01% 1656
2024
Q2 		$2.45K Buy
+68
New +$2.42K ﹤0.01% 2117
2013
Q4 		– Sell
-396
Closed -$8K – 495
2013
Q3 		$8K Hold
396
– – ﹤0.01% 537
2013
Q2 		$8K Buy
+396
New +$8.65K ﹤0.01% 623

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 $3.37T AUM 44.26% 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

Jones Financial Companies's STAG Position: Q2 2026 in Review

Jones Financial Companies increased its STAG Industrial (STAG) stake by 9.5% in Q2 2026, buying an estimated $1.38M and bringing the position to 416,857 shares worth $16.4M. The position accounts for 0.01% of the portfolio, ranked #740.

Jones Financial Companies first reported a position in STAG in Q2 2013 and has held it in 11 quarters since. 547 funds tracked by Wall St. Rank hold STAG as of Q2 2026.

  • Jones Financial Companies held 416,857 shares of STAG Industrial worth $16.4M as of Q2 2026.
  • Jones Financial Companies bought 36,098 STAG Industrial shares in Q2 2026, an estimated $1.38M.
  • STAG Industrial made up 0.01% of Jones Financial Companies's portfolio in Q2 2026, its #740 holding.
  • Jones Financial Companies first reported a position in STAG Industrial in Q2 2013 and has held it in 11 quarters since.
  • 547 funds tracked by Wall St. Rank held STAG Industrial as of Q2 2026.

Based on Jones Financial Companies's 13F filing for Q2 2026, filed 14 Aug 2026.