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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
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
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 Private Wealth Services's STAG Position: Q1 2026 in Review

Kestra Private Wealth Services increased its STAG Industrial (STAG) stake by 20% in Q1 2026, buying an estimated $175K and bringing the position to 27,900 shares worth $1.01M. The position accounts for 0.01% of the portfolio, ranked #838.

Kestra Private Wealth Services first reported a position in STAG in Q1 2024 and has held it in 8 quarters since. 532 funds tracked by Wall St. Rank hold STAG as of Q1 2026.

  • Kestra Private Wealth Services held 27,900 shares of STAG Industrial worth $1.01M as of Q1 2026.
  • Kestra Private Wealth Services bought 4,608 STAG Industrial shares in Q1 2026, an estimated $175K.
  • STAG Industrial made up 0.01% of Kestra Private Wealth Services's portfolio in Q1 2026, its #838 holding.
  • Kestra Private Wealth Services first reported a position in STAG Industrial in Q1 2024 and has held it in 8 quarters since.
  • 532 funds tracked by Wall St. Rank held STAG Industrial as of Q1 2026.

Based on Kestra Private Wealth Services's 13F filing for Q1 2026, filed 20 Apr 2026.