SBK Financial’s STAG Industrial STAG Stock Holding History

SBK Financial’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	–	Sell	-42	Closed	-$1.52K	–	405
2026 Q1	$1.52K	Buy	+42	New	+$1.59K	﹤0.01%	351

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 $3.38T AUM 44.17% 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 $1.92T AUM 36.1% 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

SBK Financial's STAG Position: Q2 2026 in Review

SBK Financial sold out of STAG Industrial (STAG) in Q2 2026, closing a stake of 42 shares — an estimated $1.52K sold.

SBK Financial first reported a position in STAG in Q1 2026 and held it in 1 quarter. The position peaked at $1.52K in Q1 2026. 552 funds tracked by Wall St. Rank hold STAG as of Q2 2026.

SBK Financial reported no remaining STAG Industrial position as of Q2 2026 after selling out during the quarter.
SBK Financial sold 42 STAG Industrial shares in Q2 2026, an estimated $1.52K.
SBK Financial first reported a position in STAG Industrial in Q1 2026 and held it in 1 quarter.
SBK Financial's STAG Industrial position peaked at $1.52K in Q1 2026.
552 funds tracked by Wall St. Rank held STAG Industrial as of Q2 2026.

Based on SBK Financial's 13F filing for Q2 2026, filed 2 Nov 2026.