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Kohmann Bosshard Financial Services’s STAG Industrial STAG Stock Holding History

Kohmann Bosshard Financial 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 		– Sell
-502
Closed -$18.5K – 554
2025
Q4 		$18.5K Buy
+502
New +$19.1K ﹤0.01% 753
2025
Q1 		– Sell
-502
Closed -$17K – 710
2024
Q4 		$17K Buy
+502
New +$18.4K ﹤0.01% 453

Other funds holding STAG

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return

Kohmann Bosshard Financial Services's STAG Position: Q1 2026 in Review

Kohmann Bosshard Financial Services sold out of STAG Industrial (STAG) in Q1 2026, closing a stake of 502 shares — an estimated $18.5K sold.

Kohmann Bosshard Financial Services first reported a position in STAG in Q4 2024 and held it in 2 quarters. The position peaked at $18.5K in Q4 2025. 535 funds tracked by Wall St. Rank hold STAG as of Q1 2026.

  • Kohmann Bosshard Financial Services reported no remaining STAG Industrial position as of Q1 2026 after selling out during the quarter.
  • Kohmann Bosshard Financial Services sold 502 STAG Industrial shares in Q1 2026, an estimated $18.5K.
  • Kohmann Bosshard Financial Services first reported a position in STAG Industrial in Q4 2024 and held it in 2 quarters.
  • Kohmann Bosshard Financial Services's STAG Industrial position peaked at $18.5K in Q4 2025.
  • 535 funds tracked by Wall St. Rank held STAG Industrial as of Q1 2026.

Based on Kohmann Bosshard Financial Services's 13F filing for Q1 2026, filed 23 Apr 2026.