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Sunbelt Securities’s STAG Industrial STAG Stock Holding History

Sunbelt Securities’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
Q1 		$252 Hold
7
– – ﹤0.01% 2462
2025
Q4 		$257 Buy
+7
New +$266 ﹤0.01% 2381
2024
Q3 		– Sell
-140
Closed -$5.05K – 1897
2024
Q2 		$5.05K Hold
140
– – ﹤0.01% 1394
2024
Q1 		$5.38K Sell
140
-241
-63% -$9.13K ﹤0.01% 1352
2023
Q4 		$15K Buy
381
+2
+0.5% +$71 ﹤0.01% 1087
2023
Q3 		$13.1K Buy
379
+3
+0.8% +$109 ﹤0.01% 1097
2023
Q2 		$13.5K Buy
376
+2
+0.5% +$69 ﹤0.01% 1106
2023
Q1 		$12.4K Buy
+374
New +$12.8K ﹤0.01% 1072

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
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
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return

Sunbelt Securities's STAG Position: Q1 2026 in Review

Sunbelt Securities held its STAG Industrial (STAG) position steady in Q1 2026 at 7 shares worth $252. The position accounts for ﹤0.01% of the portfolio, ranked #2462.

Sunbelt Securities first reported a position in STAG in Q1 2023 and has held it in 8 quarters since. The position peaked at $15K in Q4 2023. 535 funds tracked by Wall St. Rank hold STAG as of Q1 2026.

  • Sunbelt Securities held 7 shares of STAG Industrial worth $252 as of Q1 2026.
  • Sunbelt Securities left its STAG Industrial share count unchanged in Q1 2026.
  • STAG Industrial made up ﹤0.01% of Sunbelt Securities's portfolio in Q1 2026, its #2462 holding.
  • Sunbelt Securities first reported a position in STAG Industrial in Q1 2023 and has held it in 8 quarters since.
  • Sunbelt Securities's STAG Industrial position peaked at $15K in Q4 2023.
  • 535 funds tracked by Wall St. Rank held STAG Industrial as of Q1 2026.

Based on Sunbelt Securities's 13F filing for Q1 2026, filed 18 May 2026.