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Larson Financial Group’s STAG Industrial STAG Stock Holding History

Larson Financial Group’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 		$154K Buy
4,050
+193
+5% +$7.38K ﹤0.01% 960
2026
Q1 		$139K Buy
3,857
+2,440
+172% +$92.5K ﹤0.01% 848
2025
Q4 		$52.1K Buy
1,417
+52
+4% +$1.97K ﹤0.01% 1210
2025
Q3 		$48.2K Sell
1,365
-11
-0.8% -$392 ﹤0.01% 1179
2025
Q2 		$49.9K Sell
1,376
-999
-42% -$34.5K ﹤0.01% 1073
2025
Q1 		$85.8K Buy
2,375
+1,696
+250% +$59.2K ﹤0.01% 838
2024
Q4 		$23K Buy
+679
New +$24.8K ﹤0.01% 1165

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
Norges Bank
Norges Bank Oslo, Norway $1T 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
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Larson Financial Group's STAG Position: Q2 2026 in Review

Larson Financial Group increased its STAG Industrial (STAG) stake by 5% in Q2 2026, buying an estimated $7.38K and bringing the position to 4,050 shares worth $154K. The position accounts for ﹤0.01% of the portfolio, ranked #960.

Larson Financial Group first reported a position in STAG in Q4 2024 and has held it in 7 quarters since. 548 funds tracked by Wall St. Rank hold STAG as of Q2 2026.

  • Larson Financial Group held 4,050 shares of STAG Industrial worth $154K as of Q2 2026.
  • Larson Financial Group bought 193 STAG Industrial shares in Q2 2026, an estimated $7.38K.
  • STAG Industrial made up ﹤0.01% of Larson Financial Group's portfolio in Q2 2026, its #960 holding.
  • Larson Financial Group first reported a position in STAG Industrial in Q4 2024 and has held it in 7 quarters since.
  • 548 funds tracked by Wall St. Rank held STAG Industrial as of Q2 2026.

Based on Larson Financial Group's 13F filing for Q2 2026, filed 14 Aug 2026.