Key Financial Inc’s STAG Industrial STAG Stock Holding History

Key Financial Inc’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	-169	Closed	-$6.04K	–	1504
2025 Q3	$6.04K	Hold	169	–	–	﹤0.01%	999
2025 Q2	$6.13K	Hold	169	–	–	﹤0.01%	988
2025 Q1	$6.1K	Hold	169	–	–	﹤0.01%	946
2024 Q4	$5.72K	Hold	169	–	–	﹤0.01%	955
2024 Q3	$6.61K	Hold	169	–	–	﹤0.01%	899
2024 Q2	$6.09K	Hold	169	–	–	﹤0.01%	900
2024 Q1	$6.5K	Hold	169	–	–	﹤0.01%	872
2023 Q4	$6.63K	Hold	169	–	–	﹤0.01%	840
2023 Q3	$5.83K	Hold	169	–	–	﹤0.01%	854
2023 Q2	$6.06K	Hold	169	–	–	﹤0.01%	857
2023 Q1	$5.72K	Hold	169	–	–	﹤0.01%	800
2022 Q4	$4.8K	Hold	169	–	–	﹤0.01%	799
2022 Q3	$5K	Hold	169	–	–	﹤0.01%	807
2022 Q2	$5K	Hold	169	–	–	﹤0.01%	813
2022 Q1	$7K	Buy	+169	New	+$6.98K	﹤0.01%	733

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