Kestra Private Wealth Services’s STAG Industrial STAG Stock Holding History

Kestra Private Wealth 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 Q2	$1.05M	Sell	27,508 -392	-1%	-$15K	0.01%	874
2026 Q1	$1.01M	Buy	27,900 +4,608	+20%	+$175K	0.01%	838
2025 Q4	$856K	Buy	23,292 +2,959	+15%	+$112K	0.01%	875
2025 Q3	$718K	Sell	20,333 -4,711	-19%	-$168K	0.01%	921
2025 Q2	$909K	Buy	25,044 +8,728	+53%	+$302K	0.01%	778
2025 Q1	$589K	Buy	16,316 +9,410	+136%	+$328K	0.01%	879
2024 Q4	$234K	Buy	6,906 +1,126	+19%	+$41.2K	﹤0.01%	1248
2024 Q3	$227K	Buy	+5,780	New	+$227K	﹤0.01%	1214
2024 Q2	–	Sell	-6,311	Closed	-$243K	–	1412
2024 Q1	$243K	Buy	+6,311	New	+$239K	0.01%	1099

Other funds holding STAG

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Norges Bank Oslo, Norway $1T AUM

Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Kestra Private Wealth Services's STAG Position: Q2 2026 in Review

Kestra Private Wealth Services reduced its STAG Industrial (STAG) stake by 1.4% in Q2 2026, selling an estimated $15K and leaving 27,508 shares worth $1.05M. The position accounts for 0.01% of the portfolio, ranked #874.

Kestra Private Wealth Services first reported a position in STAG in Q1 2024 and has held it in 9 quarters since. 550 funds tracked by Wall St. Rank hold STAG as of Q2 2026.

Kestra Private Wealth Services held 27,508 shares of STAG Industrial worth $1.05M as of Q2 2026.
Kestra Private Wealth Services sold 392 STAG Industrial shares in Q2 2026, an estimated $15K.
STAG Industrial made up 0.01% of Kestra Private Wealth Services's portfolio in Q2 2026, its #874 holding.
Kestra Private Wealth Services first reported a position in STAG Industrial in Q1 2024 and has held it in 9 quarters since.
550 funds tracked by Wall St. Rank held STAG Industrial as of Q2 2026.

Based on Kestra Private Wealth Services's 13F filing for Q2 2026, filed 28 Jul 2026.