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STAG icon

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 – 1900
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 $5.7T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
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
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return