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Turning Point Benefit Group’s STAG Industrial STAG Stock Holding History

Turning Point Benefit Group’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 		– Sell
-17
Closed -$624 – 696
2025
Q4 		$624 Buy
17
+6
+55% +$228 ﹤0.01% 614
2025
Q3 		$393 Buy
+11
New +$392 ﹤0.01% 542

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
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
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return

Turning Point Benefit Group's STAG Position: Q1 2026 in Review

Turning Point Benefit Group sold out of STAG Industrial (STAG) in Q1 2026, closing a stake of 17 shares — an estimated $624 sold.

Turning Point Benefit Group first reported a position in STAG in Q3 2025 and held it in 2 quarters. The position peaked at $624 in Q4 2025. 535 funds tracked by Wall St. Rank hold STAG as of Q1 2026.

  • Turning Point Benefit Group reported no remaining STAG Industrial position as of Q1 2026 after selling out during the quarter.
  • Turning Point Benefit Group sold 17 STAG Industrial shares in Q1 2026, an estimated $624.
  • Turning Point Benefit Group first reported a position in STAG Industrial in Q3 2025 and held it in 2 quarters.
  • Turning Point Benefit Group's STAG Industrial position peaked at $624 in Q4 2025.
  • 535 funds tracked by Wall St. Rank held STAG Industrial as of Q1 2026.

Based on Turning Point Benefit Group's 13F filing for Q1 2026, filed 12 May 2026.