Root Financial Partners
STAG icon

Root Financial Partners’s STAG Industrial STAG Stock Holding History

Root Financial Partners’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 		$52.7K Buy
+1,471
New +$56K ﹤0.01% 1060
2026
Q2 		– Sell
-1,206
Closed -$43.5K – 2815
2026
Q1 		$43.5K Sell
1,206
-397
-25% -$15.1K ﹤0.01% 936
2025
Q4 		$58.9K Buy
1,603
+397
+33% +$15.1K ﹤0.01% 651
2025
Q3 		$42.5K Buy
+1,206
New +$43K ﹤0.01% 726

Other funds holding STAG

Boston Trust Walden
Boston Trust Walden Boston, Massachusetts $12.4B AUM 21.62% 1-Year Est. Return
Channing Capital Management
Channing Capital Management Chicago, Illinois $3.82B AUM 15.06% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Fort Washington Investment Advisors
Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $69.5B AUM 31.38% 1-Year Est. Return
Pacific Heights Asset Management
Pacific Heights Asset Management San Francisco, California $3.1B AUM 37.54% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Leeward Investments
Leeward Investments Boston, Massachusetts $1.98B AUM 28.98% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $40B AUM 30.45% 1-Year Est. Return
BOK Financial
BOK Financial Tulsa, Oklahoma $6.69B AUM 26.84% 1-Year Est. Return

Root Financial Partners's STAG Position: Q3 2026 in Review

Root Financial Partners opened a new position in STAG Industrial (STAG) in Q3 2026: 1,471 shares worth $52.7K. The stake represents ﹤0.01% of the portfolio and ranks #1060 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in STAG as recently as Q1 2026.

Root Financial Partners first reported a position in STAG in Q3 2025 and has held it in 4 quarters since. The position peaked at $58.9K in Q4 2025. 201 funds tracked by Wall St. Rank hold STAG as of Q3 2026.

  • Root Financial Partners held 1,471 shares of STAG Industrial worth $52.7K as of Q3 2026.
  • STAG Industrial was a new Root Financial Partners position in Q3 2026.
  • STAG Industrial made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #1060 holding.
  • Root Financial Partners first reported a position in STAG Industrial in Q3 2025 and has held it in 4 quarters since.
  • Root Financial Partners's STAG Industrial position peaked at $58.9K in Q4 2025.
  • 201 funds tracked by Wall St. Rank held STAG Industrial as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.