Pinnacle Wealth Planning Services’s STAG Industrial STAG Stock Holding History

Pinnacle Wealth Planning Services’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	$97.7K	Buy	2,568 +7	+0.3%	+$268	0.01%	881
2026 Q1	$92.3K	Buy	2,561 +5	+0.2%	+$190	0.01%	844
2025 Q4	$94K	Buy	+2,556	New	+$97K	0.01%	813
2023 Q3	–	Sell	-7,104	Closed	-$255K	–	482
2023 Q2	$255K	Sell	7,104 -164	-2%	-$5.67K	0.04%	301
2023 Q1	$246K	Hold	7,268	–	–	0.04%	317
2022 Q4	$235K	Buy	+7,268	New	+$228K	0.04%	320
2021 Q1	–	Sell	-1,128	Closed	-$35K	–	1727
2020 Q4	$35K	Buy	+1,128	New	+$35.3K	0.01%	949

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

Pinnacle Wealth Planning Services's STAG Position: Q2 2026 in Review

Pinnacle Wealth Planning Services increased its STAG Industrial (STAG) stake by 0.27% in Q2 2026, buying an estimated $268 and bringing the position to 2,568 shares worth $97.7K. The position accounts for 0.01% of the portfolio, ranked #881.

Pinnacle Wealth Planning Services first reported a position in STAG in Q4 2020 and has held it in 7 quarters since. The position peaked at $255K in Q2 2023. 547 funds tracked by Wall St. Rank hold STAG as of Q2 2026.

Pinnacle Wealth Planning Services held 2,568 shares of STAG Industrial worth $97.7K as of Q2 2026.
Pinnacle Wealth Planning Services bought 7 STAG Industrial shares in Q2 2026, an estimated $268.
STAG Industrial made up 0.01% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #881 holding.
Pinnacle Wealth Planning Services first reported a position in STAG Industrial in Q4 2020 and has held it in 7 quarters since.
Pinnacle Wealth Planning Services's STAG Industrial position peaked at $255K in Q2 2023.
547 funds tracked by Wall St. Rank held STAG Industrial as of Q2 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q2 2026, filed 7 Aug 2026.