SFA
STAG icon

Sequoia Financial Advisors’s STAG Industrial STAG Stock Holding History

Sequoia Financial Advisors’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 		$598K Sell
16,570
-6,472
-28% -$245K ﹤0.01% 1173
2025
Q4 		$847K Sell
23,042
-10,633
-32% -$404K ﹤0.01% 974
2025
Q3 		$1.19M Buy
33,675
+10,454
+45% +$373K 0.01% 707
2025
Q2 		$842K Buy
23,221
+17,010
+274% +$588K 0.01% 761
2025
Q1 		$224K Sell
6,211
-562
-8% -$19.6K ﹤0.01% 1210
2024
Q4 		$229K Buy
6,773
+387
+6% +$14.2K ﹤0.01% 1159
2024
Q3 		$250K Hold
6,386
– – ﹤0.01% 1058
2024
Q2 		$230K Sell
6,386
-264
-4% -$9.39K ﹤0.01% 1030
2024
Q1 		$256K Buy
+6,650
New +$252K ﹤0.01% 934

Other funds holding STAG

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VPM
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
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
N
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
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