TFC Financial Management’s STAG Industrial STAG Stock Holding History

TFC Financial Management’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	$39	Hold	1	–	–	﹤0.01%	1002
2026 Q1	$37	Buy	+1	New	+$38	﹤0.01%	971
2024 Q4	–	Sell	-630	Closed	-$24.6K	–	1027
2024 Q3	$24.6K	Hold	630	–	–	﹤0.01%	306
2024 Q2	$22.7K	Hold	630	–	–	﹤0.01%	289
2024 Q1	$24.2K	Hold	630	–	–	﹤0.01%	279
2023 Q4	$24.7K	Hold	630	–	–	0.01%	280
2023 Q3	$21.7K	Hold	630	–	–	0.01%	286
2023 Q2	$22.6K	Hold	630	–	–	0.01%	278
2023 Q1	$21.3K	Hold	630	–	–	0.01%	310
2022 Q4	$20.4K	Hold	630	–	–	0.01%	255
2022 Q3	$18K	Hold	630	–	–	0.01%	258
2022 Q2	$19K	Hold	630	–	–	0.01%	258
2022 Q1	$26K	Hold	630	–	–	0.01%	241
2021 Q4	$30K	Hold	630	–	–	0.01%	241
2021 Q3	$25K	Hold	630	–	–	0.01%	250
2021 Q2	$24K	Hold	630	–	–	0.01%	251
2021 Q1	$21K	Hold	630	–	–	0.01%	251
2020 Q4	$20K	Buy	+630	New	+$19.7K	0.01%	250

Other funds holding STAG

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Norges Bank Oslo, Norway $1T AUM

Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

TFC Financial Management's STAG Position: Q2 2026 in Review

TFC Financial Management held its STAG Industrial (STAG) position steady in Q2 2026 at 1 share worth $39. The position accounts for ﹤0.01% of the portfolio, ranked #1002.

TFC Financial Management first reported a position in STAG in Q4 2020 and has held it in 18 quarters since. The position peaked at $30K in Q4 2021. 548 funds tracked by Wall St. Rank hold STAG as of Q2 2026.

TFC Financial Management held 1 share of STAG Industrial worth $39 as of Q2 2026.
TFC Financial Management left its STAG Industrial share count unchanged in Q2 2026.
STAG Industrial made up ﹤0.01% of TFC Financial Management's portfolio in Q2 2026, its #1002 holding.
TFC Financial Management first reported a position in STAG Industrial in Q4 2020 and has held it in 18 quarters since.
TFC Financial Management's STAG Industrial position peaked at $30K in Q4 2021.
548 funds tracked by Wall St. Rank held STAG Industrial as of Q2 2026.

Based on TFC Financial Management's 13F filing for Q2 2026, filed 23 Jul 2026.