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Summit Securities Group’s STAG Industrial STAG Stock Holding History

Summit Securities Group’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 		$136K Buy
+3,570
New +$136K 0.01% 330
2025
Q4 		– Sell
-1
Closed -$35 – 1241
2025
Q3 		$35 Buy
+1
New +$36 ﹤0.01% 980
2023
Q2 		– Sell
-1
Closed – – 1088
2023
Q1 		$0 Buy
+1
New +$34 ﹤0.01% 1269

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

Summit Securities Group's STAG Position: Q2 2026 in Review

Summit Securities Group opened a new position in STAG Industrial (STAG) in Q2 2026: 3,570 shares worth $136K. The stake represents 0.01% of the portfolio and ranks #330 among its holdings. This is a return to the name: Summit Securities Group previously reported a position in STAG as recently as Q3 2025.

Summit Securities Group first reported a position in STAG in Q1 2023 and has held it in 3 quarters since. 547 funds tracked by Wall St. Rank hold STAG as of Q2 2026.

  • Summit Securities Group held 3,570 shares of STAG Industrial worth $136K as of Q2 2026.
  • STAG Industrial was a new Summit Securities Group position in Q2 2026.
  • STAG Industrial made up 0.01% of Summit Securities Group's portfolio in Q2 2026, its #330 holding.
  • Summit Securities Group first reported a position in STAG Industrial in Q1 2023 and has held it in 3 quarters since.
  • 547 funds tracked by Wall St. Rank held STAG Industrial as of Q2 2026.

Based on Summit Securities Group's 13F filing for Q2 2026, filed 3 Aug 2026.