New England Capital Financial Advisors’s STAG Industrial STAG Stock Holding History

New England Capital Financial Advisors’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	$2.47K	Buy	65 +1	+2%	+$38	﹤0.01%	353
2026 Q1	$2.32K	Hold	64	–	–	﹤0.01%	346
2025 Q4	$2.36K	Buy	64 +1	+2%	+$38	﹤0.01%	342
2025 Q3	$2.24K	Hold	63	–	–	﹤0.01%	346
2025 Q2	$2.28K	Buy	63 +11	+21%	+$380	﹤0.01%	336
2025 Q1	$1.88K	Buy	52 +15	+41%	+$523	﹤0.01%	313
2024 Q4	$1.24K	Buy	37 +1	+3%	+$37	﹤0.01%	346
2024 Q3	$1.42K	Hold	36	–	–	﹤0.01%	334
2024 Q2	$1.3K	Buy	36 +10	+38%	+$356	﹤0.01%	334
2024 Q1	$984	Buy	26 +1	+4%	+$38	﹤0.01%	339
2023 Q4	$996	Hold	25	–	–	﹤0.01%	345
2023 Q3	$866	Hold	25	–	–	﹤0.01%	342
2023 Q2	$892	Hold	25	–	–	﹤0.01%	343
2023 Q1	$831	Buy	25 +1	+4%	+$34	﹤0.01%	382
2022 Q4	$842	Buy	+24	New	+$752	﹤0.01%	381

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

Norges Bank Oslo, Norway $1T 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

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

New England Capital Financial Advisors's STAG Position: Q2 2026 in Review

New England Capital Financial Advisors increased its STAG Industrial (STAG) stake by 1.6% in Q2 2026, buying an estimated $38 and bringing the position to 65 shares worth $2.47K. The position accounts for ﹤0.01% of the portfolio, ranked #353.

New England Capital Financial Advisors first reported a position in STAG in Q4 2022 and has held it in 15 quarters since. 547 funds tracked by Wall St. Rank hold STAG as of Q2 2026.

New England Capital Financial Advisors held 65 shares of STAG Industrial worth $2.47K as of Q2 2026.
New England Capital Financial Advisors bought 1 STAG Industrial share in Q2 2026, an estimated $38.
STAG Industrial made up ﹤0.01% of New England Capital Financial Advisors's portfolio in Q2 2026, its #353 holding.
New England Capital Financial Advisors first reported a position in STAG Industrial in Q4 2022 and has held it in 15 quarters since.
547 funds tracked by Wall St. Rank held STAG Industrial as of Q2 2026.

Based on New England Capital Financial Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.