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Peak Financial Advisors’s STAG Industrial STAG Stock Holding History

Peak 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 		$512K Buy
13,464
+135
+1% +$5.16K 0.21% 61
2026
Q1 		$481K Hold
13,329
– – 0.21% 58
2025
Q4 		$490K Sell
13,329
-30
-0.2% -$1.14K 0.22% 73
2025
Q3 		$471K Sell
13,359
-106
-0.8% -$3.78K 0.23% 74
2025
Q2 		$488K Buy
13,465
+1,049
+8% +$36.3K 0.25% 64
2025
Q1 		$448K Buy
12,416
+1
+0% +$35 0.23% 63
2024
Q4 		$420K Buy
12,415
+356
+3% +$13K 0.22% 64
2024
Q3 		$471K Sell
12,059
-17
-0.1% -$666 0.24% 61
2024
Q2 		$435K Buy
12,076
+984
+9% +$35K 0.25% 55
2024
Q1 		$426K Buy
11,092
+732
+7% +$27.7K 0.26% 55
2023
Q4 		$407K Buy
10,360
+1,875
+22% +$66.6K 0.27% 59
2023
Q3 		$293K Buy
8,485
+2,230
+36% +$80.9K 0.32% 41
2023
Q2 		$224K Buy
+6,255
New +$216K 0.18% 65

Other funds holding STAG

FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
VAM
Vert Asset Management Sausalito, California $365M AUM 18.19% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
SC
Stolper & Co Tulsa, Oklahoma $387M AUM 25.53% 1-Year Est. Return
YCM
Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return
GWMI
Guardian Wealth Management (Illinois) Peoria, Illinois $204M AUM 31.9% 1-Year Est. Return
PDN
Pensionfund DSM Netherlands Sittard, Netherlands $194M AUM 19.57% 1-Year Est. Return

Peak Financial Advisors's STAG Position: Q2 2026 in Review

Peak Financial Advisors increased its STAG Industrial (STAG) stake by 1% in Q2 2026, buying an estimated $5.16K and bringing the position to 13,464 shares worth $512K. The position accounts for 0.21% of the portfolio, ranked #61.

Peak Financial Advisors first reported a position in STAG in Q2 2023 and has held it in 13 quarters since. 69 funds tracked by Wall St. Rank hold STAG as of Q2 2026.

  • Peak Financial Advisors held 13,464 shares of STAG Industrial worth $512K as of Q2 2026.
  • Peak Financial Advisors bought 135 STAG Industrial shares in Q2 2026, an estimated $5.16K.
  • STAG Industrial made up 0.21% of Peak Financial Advisors's portfolio in Q2 2026, its #61 holding.
  • Peak Financial Advisors first reported a position in STAG Industrial in Q2 2023 and has held it in 13 quarters since.
  • 69 funds tracked by Wall St. Rank held STAG Industrial as of Q2 2026.

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