West Branch Capital’s STAG Industrial STAG Stock Holding History

West Branch Capital’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	$7.84K	Hold	206	–	–	﹤0.01%	252
2026 Q1	$7.43K	Hold	206	–	–	﹤0.01%	251
2025 Q4	$7.57K	Hold	206	–	–	﹤0.01%	283
2025 Q3	$7.27K	Hold	206	–	–	﹤0.01%	305
2025 Q2	$7.47K	Hold	206	–	–	﹤0.01%	303
2025 Q1	$7.44K	Hold	206	–	–	﹤0.01%	313
2024 Q4	$6.97K	Hold	206	–	–	﹤0.01%	306
2024 Q3	$8.05K	Hold	206	–	–	﹤0.01%	292
2024 Q2	$7.43K	Hold	206	–	–	﹤0.01%	297
2024 Q1	$7.92K	Hold	206	–	–	﹤0.01%	294
2023 Q4	$8.09K	Hold	206	–	–	﹤0.01%	293
2023 Q3	$7.11K	Hold	206	–	–	﹤0.01%	304
2023 Q2	$7.39K	Hold	206	–	–	﹤0.01%	305
2023 Q1	$6.97K	Hold	206	–	–	﹤0.01%	317
2022 Q4	$6.66K	Hold	206	–	–	﹤0.01%	315
2022 Q3	$6K	Hold	206	–	–	﹤0.01%	335
2022 Q2	$6K	Hold	206	–	–	﹤0.01%	326
2022 Q1	$9K	Hold	206	–	–	﹤0.01%	305
2021 Q4	$10K	Hold	206	–	–	﹤0.01%	328
2021 Q3	$8K	Hold	206	–	–	﹤0.01%	330
2021 Q2	$8K	Buy	+206	New	+$7.51K	﹤0.01%	344

Other funds holding STAG

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

CAM

Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return

WCM

Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

SOADOR

State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return

VAM

Vert Asset Management Sausalito, California $365M AUM 18.19% 1-Year Est. Return

VWMG

Virginia Wealth Management Group Virginia Beach, Virginia $201M AUM 12.48% 1-Year Est. Return

AWM

Apollon Wealth Management Mount Pleasant, South Carolina $8.23B AUM 30.88% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Stolper & Co Tulsa, Oklahoma $387M AUM 25.53% 1-Year Est. Return

West Branch Capital's STAG Position: Q2 2026 in Review

West Branch Capital held its STAG Industrial (STAG) position steady in Q2 2026 at 206 shares worth $7.84K. The position accounts for ﹤0.01% of the portfolio, ranked #252.

West Branch Capital first reported a position in STAG in Q2 2021 and has held it in 21 quarters since. The position peaked at $10K in Q4 2021. 101 funds tracked by Wall St. Rank hold STAG as of Q2 2026.

West Branch Capital held 206 shares of STAG Industrial worth $7.84K as of Q2 2026.
West Branch Capital left its STAG Industrial share count unchanged in Q2 2026.
STAG Industrial made up ﹤0.01% of West Branch Capital's portfolio in Q2 2026, its #252 holding.
West Branch Capital first reported a position in STAG Industrial in Q2 2021 and has held it in 21 quarters since.
West Branch Capital's STAG Industrial position peaked at $10K in Q4 2021.
101 funds tracked by Wall St. Rank held STAG Industrial as of Q2 2026.

Based on West Branch Capital's 13F filing for Q2 2026, filed 10 Jul 2026.