Next Level Wealth Planning’s STAG Industrial STAG Stock Holding History

Next Level Wealth Planning’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 Q3	$35.8K	Buy	+1,000	New	+$38.1K	0.01%	204

Other funds holding STAG

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Boston Trust Walden Boston, Massachusetts $12.4B AUM 21.62% 1-Year Est. Return

Channing Capital Management Chicago, Illinois $3.82B AUM 15.06% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $72.4B AUM 24.61% 1-Year Est. Return

ProShare Advisors Bethesda, Maryland $69.5B AUM 31.38% 1-Year Est. Return

Pacific Heights Asset Management San Francisco, California $3.1B AUM 37.54% 1-Year Est. Return

Next Level Wealth Planning's STAG Position: Q3 2026 in Review

Next Level Wealth Planning opened a new position in STAG Industrial (STAG) in Q3 2026: 1,000 shares worth $35.8K. The stake represents 0.01% of the portfolio and ranks #204 among its holdings.

272 funds tracked by Wall St. Rank hold STAG as of Q3 2026.

Next Level Wealth Planning held 1,000 shares of STAG Industrial worth $35.8K as of Q3 2026.
STAG Industrial was a new Next Level Wealth Planning position in Q3 2026.
STAG Industrial made up 0.01% of Next Level Wealth Planning's portfolio in Q3 2026, its #204 holding.
272 funds tracked by Wall St. Rank held STAG Industrial as of Q3 2026.

Based on Next Level Wealth Planning's 13F filing for Q3 2026, filed 29 Oct 2026.