Lloyd Advisory Services’s STAG Industrial STAG Stock Holding History

Lloyd Advisory 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	-116	Closed	-$4.26K	–	1021
2025 Q4	$4.26K	Buy	+116	New	+$4.4K	﹤0.01%	421

Other funds holding STAG

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

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

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

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

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

Lloyd Advisory Services's STAG Position: Q1 2026 in Review

Lloyd Advisory Services sold out of STAG Industrial (STAG) in Q1 2026, closing a stake of 116 shares — an estimated $4.26K sold.

Lloyd Advisory Services first reported a position in STAG in Q4 2025 and held it in 1 quarter. The position peaked at $4.26K in Q4 2025. 535 funds tracked by Wall St. Rank hold STAG as of Q1 2026.

Lloyd Advisory Services reported no remaining STAG Industrial position as of Q1 2026 after selling out during the quarter.
Lloyd Advisory Services sold 116 STAG Industrial shares in Q1 2026, an estimated $4.26K.
Lloyd Advisory Services first reported a position in STAG Industrial in Q4 2025 and held it in 1 quarter.
Lloyd Advisory Services's STAG Industrial position peaked at $4.26K in Q4 2025.
535 funds tracked by Wall St. Rank held STAG Industrial as of Q1 2026.

Based on Lloyd Advisory Services's 13F filing for Q1 2026, filed 13 May 2026.