SVB Wealth’s STAG Industrial STAG Stock Holding History

SVB Wealth’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 Q2	–	Sell	-206	Closed	-$7.44K	–	1480
2025 Q1	$7.44K	Buy	+206	New	+$7.18K	﹤0.01%	945

Other funds holding STAG

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

CIMLRA

CBRE Investment Management Listed Real Assets Radnor, Pennsylvania $6.75B AUM 8.88% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

SVB Wealth's STAG Position: Q2 2025 in Review

SVB Wealth sold out of STAG Industrial (STAG) in Q2 2025, closing a stake of 206 shares — an estimated $7.44K sold.

SVB Wealth first reported a position in STAG in Q1 2025 and held it in 1 quarter. The position peaked at $7.44K in Q1 2025. 521 funds tracked by Wall St. Rank hold STAG as of Q2 2025.

SVB Wealth reported no remaining STAG Industrial position as of Q2 2025 after selling out during the quarter.
SVB Wealth sold 206 STAG Industrial shares in Q2 2025, an estimated $7.44K.
SVB Wealth first reported a position in STAG Industrial in Q1 2025 and held it in 1 quarter.
SVB Wealth's STAG Industrial position peaked at $7.44K in Q1 2025.
521 funds tracked by Wall St. Rank held STAG Industrial as of Q2 2025.

Based on SVB Wealth's 13F filing for Q2 2025, filed 14 Aug 2025.