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Sunrise Financial Services’s STAG Industrial STAG Stock Holding History

Sunrise 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 		$1.64K Hold
43
– – ﹤0.01% 431
2026
Q1 		$1.55K Hold
43
– – ﹤0.01% 440
2025
Q4 		$1.58K Buy
+43
New +$1.63K ﹤0.01% 405

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

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

Sunrise Financial Services held its STAG Industrial (STAG) position steady in Q2 2026 at 43 shares worth $1.64K. The position accounts for ﹤0.01% of the portfolio, ranked #431.

Sunrise Financial Services first reported a position in STAG in Q4 2025 and has held it in 3 quarters since. 547 funds tracked by Wall St. Rank hold STAG as of Q2 2026.

  • Sunrise Financial Services held 43 shares of STAG Industrial worth $1.64K as of Q2 2026.
  • Sunrise Financial Services left its STAG Industrial share count unchanged in Q2 2026.
  • STAG Industrial made up ﹤0.01% of Sunrise Financial Services's portfolio in Q2 2026, its #431 holding.
  • Sunrise Financial Services first reported a position in STAG Industrial in Q4 2025 and has held it in 3 quarters since.
  • 547 funds tracked by Wall St. Rank held STAG Industrial as of Q2 2026.

Based on Sunrise Financial Services's 13F filing for Q2 2026, filed 12 Aug 2026.