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Shepherd Financial Partners’s STAG Industrial STAG Stock Holding History

Shepherd 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
Q2 		$620K Sell
16,302
-725
-4% -$27.7K 0.05% 153
2026
Q1 		$614K Buy
17,027
+30
+0.2% +$1.14K 0.06% 145
2025
Q4 		$625K Buy
16,997
+174
+1% +$6.61K 0.06% 142
2025
Q3 		$594K Sell
16,823
-790
-4% -$28.2K 0.06% 147
2025
Q2 		$639K Sell
17,613
-1,646
-9% -$56.9K 0.07% 134
2025
Q1 		$696K Buy
19,259
+784
+4% +$27.3K 0.08% 133
2024
Q4 		$625K Sell
18,475
-135
-0.7% -$4.94K 0.07% 127
2024
Q3 		$727K Buy
18,610
+815
+5% +$31.9K 0.09% 120
2024
Q2 		$642K Sell
17,795
-398
-2% -$14.2K 0.08% 128
2024
Q1 		$699K Sell
18,193
-593
-3% -$22.5K 0.09% 124
2023
Q4 		$738K Buy
18,786
+356
+2% +$12.6K 0.1% 116
2023
Q3 		$636K Buy
18,430
+1,635
+10% +$59.3K 0.1% 115
2023
Q2 		$603K Buy
16,795
+726
+5% +$25.1K 0.09% 117
2023
Q1 		$543K Buy
16,069
+66
+0.4% +$2.25K 0.09% 123
2022
Q4 		$517K Buy
16,003
+838
+6% +$26.2K 0.09% 119
2022
Q3 		$431K Buy
+15,165
New +$478K 0.08% 123
2022
Q2 		– Sell
-33,300
Closed -$1.38M – 169
2022
Q1 		$1.38M Sell
33,300
-175
-0.5% -$7.22K 0.25% 70
2021
Q4 		$1.61M Buy
33,475
+1,333
+4% +$58.1K 0.28% 67
2021
Q3 		$1.26M Buy
32,142
+30
+0.1% +$1.23K 0.24% 76
2021
Q2 		$1.2M Buy
32,112
+2,419
+8% +$88.2K 0.23% 82
2021
Q1 		$998K Sell
29,693
-917
-3% -$29.3K 0.22% 84
2020
Q4 		$963K Buy
30,610
+9,219
+43% +$288K 0.22% 84
2020
Q3 		$652K Buy
+21,391
New +$675K 0.15% 88

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

Shepherd Financial Partners's STAG Position: Q2 2026 in Review

Shepherd Financial Partners reduced its STAG Industrial (STAG) stake by 4.3% in Q2 2026, selling an estimated $27.7K and leaving 16,302 shares worth $620K. The position accounts for 0.05% of the portfolio, ranked #153.

Shepherd Financial Partners first reported a position in STAG in Q3 2020 and has held it in 23 quarters since. The position peaked at $1.61M in Q4 2021. 548 funds tracked by Wall St. Rank hold STAG as of Q2 2026.

  • Shepherd Financial Partners held 16,302 shares of STAG Industrial worth $620K as of Q2 2026.
  • Shepherd Financial Partners sold 725 STAG Industrial shares in Q2 2026, an estimated $27.7K.
  • STAG Industrial made up 0.05% of Shepherd Financial Partners's portfolio in Q2 2026, its #153 holding.
  • Shepherd Financial Partners first reported a position in STAG Industrial in Q3 2020 and has held it in 23 quarters since.
  • Shepherd Financial Partners's STAG Industrial position peaked at $1.61M in Q4 2021.
  • 548 funds tracked by Wall St. Rank held STAG Industrial as of Q2 2026.

Based on Shepherd Financial Partners's 13F filing for Q2 2026, filed 10 Aug 2026.