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Prospera Financial Services’s STAG Industrial STAG Stock Holding History

Prospera Financial 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 		$300K Buy
7,889
+310
+4% +$11.8K ﹤0.01% 1239
2026
Q1 		$273K Buy
7,579
+44
+0.6% +$1.67K ﹤0.01% 1236
2025
Q4 		$277K Buy
7,535
+250
+3% +$9.49K ﹤0.01% 1180
2025
Q3 		$257K Buy
7,285
+85
+1% +$3.03K ﹤0.01% 1205
2025
Q2 		$261K Sell
7,200
-200
-3% -$6.92K ﹤0.01% 1159
2025
Q1 		$267K Buy
7,400
+283
+4% +$9.87K 0.01% 1031
2024
Q4 		$241K Buy
+7,117
New +$260K 0.01% 1009
2022
Q3 		– Sell
-961
Closed -$30K – 1494
2022
Q2 		$30K Buy
961
+6
+0.6% +$213 ﹤0.01% 1129
2022
Q1 		$40K Buy
+955
New +$39.4K ﹤0.01% 1468
2018
Q1 		– Sell
-10,725
Closed -$285K – 464
2017
Q4 		$285K Hold
10,725
– – 0.04% 323
2017
Q3 		$299K Buy
10,725
+190
+2% +$5.25K 0.05% 324
2017
Q2 		$282K Buy
+10,535
New +$282K 0.05% 324
2016
Q3 		– Sell
-18,745
Closed -$446K – 410
2016
Q2 		$446K Buy
18,745
+1,845
+11% +$39.2K 0.09% 186
2016
Q1 		$344K Buy
16,900
+500
+3% +$8.84K 0.08% 193
2015
Q4 		$303K Buy
+16,400
New +$320K 0.07% 196

Other funds holding STAG

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Prospera Financial Services's STAG Position: Q2 2026 in Review

Prospera Financial Services increased its STAG Industrial (STAG) stake by 4.1% in Q2 2026, buying an estimated $11.8K and bringing the position to 7,889 shares worth $300K. The position accounts for ﹤0.01% of the portfolio, ranked #1239.

Prospera Financial Services first reported a position in STAG in Q4 2015 and has held it in 15 quarters since. The position peaked at $446K in Q2 2016. 547 funds tracked by Wall St. Rank hold STAG as of Q2 2026.

  • Prospera Financial Services held 7,889 shares of STAG Industrial worth $300K as of Q2 2026.
  • Prospera Financial Services bought 310 STAG Industrial shares in Q2 2026, an estimated $11.8K.
  • STAG Industrial made up ﹤0.01% of Prospera Financial Services's portfolio in Q2 2026, its #1239 holding.
  • Prospera Financial Services first reported a position in STAG Industrial in Q4 2015 and has held it in 15 quarters since.
  • Prospera Financial Services's STAG Industrial position peaked at $446K in Q2 2016.
  • 547 funds tracked by Wall St. Rank held STAG Industrial as of Q2 2026.

Based on Prospera Financial Services's 13F filing for Q2 2026, filed 15 Jul 2026.