SC
STAG icon

Stephens Consulting’s STAG Industrial STAG Stock Holding History

Stephens Consulting’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
2025
Q3 		– Sell
-125
Closed -$4.54K – 1058
2025
Q2 		$4.54K Sell
125
-29
-19% -$1K ﹤0.01% 399
2025
Q1 		$5.56K Sell
154
-10
-6% -$349 ﹤0.01% 378
2024
Q4 		$5.55K Buy
+164
New +$6K ﹤0.01% 398

Other funds holding STAG

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
CIMLRA
CBRE Investment Management Listed Real Assets Radnor, Pennsylvania $6.75B AUM 8.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 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
BTW
Boston Trust Walden Boston, Massachusetts $12.2B AUM 12.45% 1-Year Est. Return

Stephens Consulting's STAG Position: Q3 2025 in Review

Stephens Consulting sold out of STAG Industrial (STAG) in Q3 2025, closing a stake of 125 shares — an estimated $4.54K sold.

Stephens Consulting first reported a position in STAG in Q4 2024 and held it in 3 quarters. The position peaked at $5.56K in Q1 2025. 525 funds tracked by Wall St. Rank hold STAG as of Q3 2025.

  • Stephens Consulting reported no remaining STAG Industrial position as of Q3 2025 after selling out during the quarter.
  • Stephens Consulting sold 125 STAG Industrial shares in Q3 2025, an estimated $4.54K.
  • Stephens Consulting first reported a position in STAG Industrial in Q4 2024 and held it in 3 quarters.
  • Stephens Consulting's STAG Industrial position peaked at $5.56K in Q1 2025.
  • 525 funds tracked by Wall St. Rank held STAG Industrial as of Q3 2025.

Based on Stephens Consulting's 13F filing for Q3 2025, filed 15 Oct 2025.