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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

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

CIMLRA

CBRE Investment Management Listed Real Assets Radnor, Pennsylvania $7.18B AUM 18.15% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return

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

Key Financial Inc's STAG Position: Q4 2025 in Review

Key Financial Inc sold out of STAG Industrial (STAG) in Q4 2025, closing a stake of 169 shares — an estimated $6.04K sold.

Key Financial Inc first reported a position in STAG in Q1 2022 and held it in 15 quarters. The position peaked at $7K in Q1 2022. 544 funds tracked by Wall St. Rank hold STAG as of Q4 2025.

Key Financial Inc reported no remaining STAG Industrial position as of Q4 2025 after selling out during the quarter.
Key Financial Inc sold 169 STAG Industrial shares in Q4 2025, an estimated $6.04K.
Key Financial Inc first reported a position in STAG Industrial in Q1 2022 and held it in 15 quarters.
Key Financial Inc's STAG Industrial position peaked at $7K in Q1 2022.
544 funds tracked by Wall St. Rank held STAG Industrial as of Q4 2025.

Based on Key Financial Inc's 13F filing for Q4 2025, filed 9 Feb 2026.