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TD Private Client Wealth’s STAG Industrial STAG Stock Holding History

TD Private Client 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
2026
Q2 		$667K Buy
17,526
+590
+3% +$22.5K 0.01% 443
2026
Q1 		$611K Buy
16,936
+889
+6% +$33.7K 0.01% 458
2025
Q4 		$590K Buy
16,047
+5,210
+48% +$198K 0.01% 444
2025
Q3 		$382K Buy
10,837
+700
+7% +$25K 0.01% 530
2025
Q2 		$368K Buy
+10,137
New +$351K 0.01% 518

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

TD Private Client Wealth's STAG Position: Q2 2026 in Review

TD Private Client Wealth increased its STAG Industrial (STAG) stake by 3.5% in Q2 2026, buying an estimated $22.5K and bringing the position to 17,526 shares worth $667K. The position accounts for 0.01% of the portfolio, ranked #443.

TD Private Client Wealth first reported a position in STAG in Q2 2025 and has held it in 5 quarters since. 547 funds tracked by Wall St. Rank hold STAG as of Q2 2026.

  • TD Private Client Wealth held 17,526 shares of STAG Industrial worth $667K as of Q2 2026.
  • TD Private Client Wealth bought 590 STAG Industrial shares in Q2 2026, an estimated $22.5K.
  • STAG Industrial made up 0.01% of TD Private Client Wealth's portfolio in Q2 2026, its #443 holding.
  • TD Private Client Wealth first reported a position in STAG Industrial in Q2 2025 and has held it in 5 quarters since.
  • 547 funds tracked by Wall St. Rank held STAG Industrial as of Q2 2026.

Based on TD Private Client Wealth's 13F filing for Q2 2026, filed 4 Aug 2026.