MFG
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Merit Financial Group’s STAG Industrial STAG Stock Holding History

Merit 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 		$868K Buy
22,807
+1,694
+8% +$64.7K 0.01% 1156
2026
Q1 		$761K Buy
21,113
+1,087
+5% +$41.2K 0.01% 1130
2025
Q4 		$736K Sell
20,026
-1,898
-9% -$72K 0.01% 1082
2025
Q3 		$774K Buy
21,924
+366
+2% +$13.1K 0.01% 969
2025
Q2 		$782K Buy
21,558
+3,347
+18% +$116K 0.01% 900
2025
Q1 		$658K Buy
18,211
+958
+6% +$33.4K 0.01% 818
2024
Q4 		$584K Buy
+17,253
New +$631K 0.01% 670
2024
Q3 		– Sell
-6,335
Closed -$228K – 946
2024
Q2 		$228K Buy
+6,335
New +$225K 0.01% 822

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

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

Merit Financial Group increased its STAG Industrial (STAG) stake by 8% in Q2 2026, buying an estimated $64.7K and bringing the position to 22,807 shares worth $868K. The position accounts for 0.01% of the portfolio, ranked #1156.

Merit Financial Group first reported a position in STAG in Q2 2024 and has held it in 8 quarters since. 547 funds tracked by Wall St. Rank hold STAG as of Q2 2026.

  • Merit Financial Group held 22,807 shares of STAG Industrial worth $868K as of Q2 2026.
  • Merit Financial Group bought 1,694 STAG Industrial shares in Q2 2026, an estimated $64.7K.
  • STAG Industrial made up 0.01% of Merit Financial Group's portfolio in Q2 2026, its #1156 holding.
  • Merit Financial Group first reported a position in STAG Industrial in Q2 2024 and has held it in 8 quarters since.
  • 547 funds tracked by Wall St. Rank held STAG Industrial as of Q2 2026.

Based on Merit Financial Group's 13F filing for Q2 2026, filed 17 Jul 2026.