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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
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 $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

Larson Financial Group's STAG Position: Q1 2026 in Review

Larson Financial Group increased its STAG Industrial (STAG) stake by 172% in Q1 2026, buying an estimated $92.5K and bringing the position to 3,857 shares worth $139K. The position accounts for ﹤0.01% of the portfolio, ranked #848.

Larson Financial Group first reported a position in STAG in Q4 2024 and has held it in 6 quarters since. 532 funds tracked by Wall St. Rank hold STAG as of Q1 2026.

  • Larson Financial Group held 3,857 shares of STAG Industrial worth $139K as of Q1 2026.
  • Larson Financial Group bought 2,440 STAG Industrial shares in Q1 2026, an estimated $92.5K.
  • STAG Industrial made up ﹤0.01% of Larson Financial Group's portfolio in Q1 2026, its #848 holding.
  • Larson Financial Group first reported a position in STAG Industrial in Q4 2024 and has held it in 6 quarters since.
  • 532 funds tracked by Wall St. Rank held STAG Industrial as of Q1 2026.

Based on Larson Financial Group's 13F filing for Q1 2026, filed 15 May 2026.