PFG Investments’s STAG Industrial STAG Stock Holding History

PFG Investments’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	$234K	Sell	6,493 -125	-2%	-$4.74K	0.01%	981
2025 Q4	$243K	Sell	6,618 -1,233	-16%	-$46.8K	0.01%	922
2025 Q3	$277K	Sell	7,851 -504	-6%	-$18K	0.01%	827
2025 Q2	$303K	Buy	8,355 +53	+0.6%	+$1.83K	0.02%	733
2025 Q1	$300K	Buy	8,302 +429	+5%	+$15K	0.02%	711
2024 Q4	$266K	Sell	7,873 -279	-3%	-$10.2K	0.02%	762
2024 Q3	$319K	Sell	8,152 -9	-0.1%	-$353	0.02%	688
2024 Q2	$294K	Sell	8,161 -4,695	-37%	-$167K	0.02%	662
2024 Q1	$494K	Buy	+12,856	New	+$487K	0.03%	531

Other funds holding STAG

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

AllianceBernstein

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

EARNEST Partners

EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return