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Twin Peaks Wealth Advisors’s STAG Industrial STAG Stock Holding History

Twin Peaks Wealth Advisors’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 		$17.4K Buy
+482
New +$18.3K ﹤0.01% 778
2025
Q3 		– Sell
-458
Closed -$15.9K – 1857
2025
Q2 		$15.9K Buy
+458
New +$15.8K 0.01% 697

Other funds holding STAG

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return

Twin Peaks Wealth Advisors's STAG Position: Q1 2026 in Review

Twin Peaks Wealth Advisors opened a new position in STAG Industrial (STAG) in Q1 2026: 482 shares worth $17.4K. The stake represents ﹤0.01% of the portfolio and ranks #778 among its holdings. This is a return to the name: Twin Peaks Wealth Advisors previously reported a position in STAG as recently as Q2 2025.

Twin Peaks Wealth Advisors first reported a position in STAG in Q2 2025 and has held it in 2 quarters since. 532 funds tracked by Wall St. Rank hold STAG as of Q1 2026.

  • Twin Peaks Wealth Advisors held 482 shares of STAG Industrial worth $17.4K as of Q1 2026.
  • STAG Industrial was a new Twin Peaks Wealth Advisors position in Q1 2026.
  • STAG Industrial made up ﹤0.01% of Twin Peaks Wealth Advisors's portfolio in Q1 2026, its #778 holding.
  • Twin Peaks Wealth Advisors first reported a position in STAG Industrial in Q2 2025 and has held it in 2 quarters since.
  • 532 funds tracked by Wall St. Rank held STAG Industrial as of Q1 2026.

Based on Twin Peaks Wealth Advisors's 13F filing for Q1 2026, filed 8 May 2026.