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Sowell Financial Services’s STAG Industrial STAG Stock Holding History

Sowell Financial Services’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 		$271K Buy
7,132
+137
+2% +$5.24K 0.01% 921
2026
Q1 		$252K Buy
6,995
+58
+0.8% +$2.2K 0.01% 907
2025
Q4 		$255K Buy
+6,937
New +$263K 0.01% 899
2020
Q3 		– Sell
-202
Closed -$6K – 2700
2020
Q2 		$6K Buy
+202
New +$5.32K ﹤0.01% 1859

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

Sowell Financial Services's STAG Position: Q2 2026 in Review

Sowell Financial Services increased its STAG Industrial (STAG) stake by 2% in Q2 2026, buying an estimated $5.24K and bringing the position to 7,132 shares worth $271K. The position accounts for 0.01% of the portfolio, ranked #921.

Sowell Financial Services first reported a position in STAG in Q2 2020 and has held it in 4 quarters since. 547 funds tracked by Wall St. Rank hold STAG as of Q2 2026.

  • Sowell Financial Services held 7,132 shares of STAG Industrial worth $271K as of Q2 2026.
  • Sowell Financial Services bought 137 STAG Industrial shares in Q2 2026, an estimated $5.24K.
  • STAG Industrial made up 0.01% of Sowell Financial Services's portfolio in Q2 2026, its #921 holding.
  • Sowell Financial Services first reported a position in STAG Industrial in Q2 2020 and has held it in 4 quarters since.
  • 547 funds tracked by Wall St. Rank held STAG Industrial as of Q2 2026.

Based on Sowell Financial Services's 13F filing for Q2 2026, filed 20 Jul 2026.