KAS
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Kestra Advisory Services’s STAG Industrial STAG Stock Holding History

Kestra Advisory Services’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 		$1.08M Buy
29,987
+5,166
+21% +$196K ﹤0.01% 1674
2025
Q4 		$912K Buy
24,821
+5,041
+25% +$191K ﹤0.01% 1726
2025
Q3 		$698K Buy
19,780
+12,122
+158% +$432K ﹤0.01% 1839
2025
Q2 		$278K Buy
+7,658
New +$265K ﹤0.01% 2410
2025
Q1 		– Sell
-9,053
Closed -$306K – 2896
2024
Q4 		$306K Buy
+9,053
New +$331K ﹤0.01% 2198
2024
Q3 		– Sell
-19,483
Closed -$705K – 2727
2024
Q2 		$705K Sell
19,483
-2,591
-12% -$92.2K ﹤0.01% 1542
2024
Q1 		$851K Buy
+22,074
New +$837K 0.01% 1333

Other funds holding STAG

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
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
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
N
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
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

Kestra Advisory Services's STAG Position: Q1 2026 in Review

Kestra Advisory Services increased its STAG Industrial (STAG) stake by 21% in Q1 2026, buying an estimated $196K and bringing the position to 29,987 shares worth $1.08M. The position accounts for ﹤0.01% of the portfolio, ranked #1674.

Kestra Advisory Services first reported a position in STAG in Q1 2024 and has held it in 7 quarters since. 532 funds tracked by Wall St. Rank hold STAG as of Q1 2026.

  • Kestra Advisory Services held 29,987 shares of STAG Industrial worth $1.08M as of Q1 2026.
  • Kestra Advisory Services bought 5,166 STAG Industrial shares in Q1 2026, an estimated $196K.
  • STAG Industrial made up ﹤0.01% of Kestra Advisory Services's portfolio in Q1 2026, its #1674 holding.
  • Kestra Advisory Services first reported a position in STAG Industrial in Q1 2024 and has held it in 7 quarters since.
  • 532 funds tracked by Wall St. Rank held STAG Industrial as of Q1 2026.

Based on Kestra Advisory Services's 13F filing for Q1 2026, filed 30 Apr 2026.