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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
Q2 		$485K Sell
12,733
-3,837
-23% -$147K ﹤0.01% 1363
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 $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

Sequoia Financial Advisors's STAG Position: Q2 2026 in Review

Sequoia Financial Advisors reduced its STAG Industrial (STAG) stake by 23% in Q2 2026, selling an estimated $147K and leaving 12,733 shares worth $485K. The position accounts for ﹤0.01% of the portfolio, ranked #1363.

Sequoia Financial Advisors first reported a position in STAG in Q1 2024 and has held it in 10 quarters since. The position peaked at $1.19M in Q3 2025. 547 funds tracked by Wall St. Rank hold STAG as of Q2 2026.

  • Sequoia Financial Advisors held 12,733 shares of STAG Industrial worth $485K as of Q2 2026.
  • Sequoia Financial Advisors sold 3,837 STAG Industrial shares in Q2 2026, an estimated $147K.
  • STAG Industrial made up ﹤0.01% of Sequoia Financial Advisors's portfolio in Q2 2026, its #1363 holding.
  • Sequoia Financial Advisors first reported a position in STAG Industrial in Q1 2024 and has held it in 10 quarters since.
  • Sequoia Financial Advisors's STAG Industrial position peaked at $1.19M in Q3 2025.
  • 547 funds tracked by Wall St. Rank held STAG Industrial as of Q2 2026.

Based on Sequoia Financial Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.