Valley National Advisers’s STAG Industrial STAG Stock Holding History

Valley National Advisers’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	$19K	Hold	500	–	–	﹤0.01%	528
2026 Q1	$18K	Hold	500	–	–	﹤0.01%	519
2025 Q4	$18K	Hold	500	–	–	﹤0.01%	522
2025 Q3	$17K	Hold	500	–	–	﹤0.01%	490
2025 Q2	$18K	Hold	500	–	–	﹤0.01%	490
2025 Q1	$18K	Hold	500	–	–	﹤0.01%	498
2024 Q4	$16K	Hold	500	–	–	﹤0.01%	481
2024 Q3	$19K	Sell	500 -35	-7%	-$1.37K	﹤0.01%	451
2024 Q2	$19K	Sell	535 -51	-9%	-$1.81K	﹤0.01%	516
2024 Q1	$22K	Buy	586 +86	+17%	+$3.26K	﹤0.01%	511
2023 Q4	$19K	Hold	500	–	–	﹤0.01%	554
2023 Q3	$17K	Hold	500	–	–	﹤0.01%	528
2023 Q2	$18K	Hold	500	–	–	﹤0.01%	525
2023 Q1	$17K	Hold	500	–	–	﹤0.01%	525
2022 Q4	$17K	Hold	500	–	–	﹤0.01%	516
2022 Q3	$15K	Hold	500	–	–	﹤0.01%	538
2022 Q2	$16K	Hold	500	–	–	﹤0.01%	518
2022 Q1	$21K	Hold	500	–	–	﹤0.01%	505
2021 Q4	$24K	Hold	500	–	–	﹤0.01%	481
2021 Q3	$20K	Hold	500	–	–	﹤0.01%	494
2021 Q2	$19K	Hold	500	–	–	﹤0.01%	499
2021 Q1	$17K	Buy	+500	New	+$16K	﹤0.01%	480

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

Valley National Advisers's STAG Position: Q2 2026 in Review

Valley National Advisers held its STAG Industrial (STAG) position steady in Q2 2026 at 500 shares worth $19K. The position accounts for ﹤0.01% of the portfolio, ranked #528.

Valley National Advisers first reported a position in STAG in Q1 2021 and has held it in 22 quarters since. The position peaked at $24K in Q4 2021. 547 funds tracked by Wall St. Rank hold STAG as of Q2 2026.

Valley National Advisers held 500 shares of STAG Industrial worth $19K as of Q2 2026.
Valley National Advisers left its STAG Industrial share count unchanged in Q2 2026.
STAG Industrial made up ﹤0.01% of Valley National Advisers's portfolio in Q2 2026, its #528 holding.
Valley National Advisers first reported a position in STAG Industrial in Q1 2021 and has held it in 22 quarters since.
Valley National Advisers's STAG Industrial position peaked at $24K in Q4 2021.
547 funds tracked by Wall St. Rank held STAG Industrial as of Q2 2026.

Based on Valley National Advisers's 13F filing for Q2 2026, filed 29 Jul 2026.