Planning Strategies Inc.’s STAG Industrial STAG Stock Holding History

Planning Strategies Inc.’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	$152	Buy	+4	New	+$153	﹤0.01%	1008

Other funds holding STAG

Boston Trust Walden Boston, Massachusetts $13.1B AUM 24.63% 1-Year Est. Return

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

Asset Management One

Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

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

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

Retirement Systems of Alabama

Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

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

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

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

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

Planning Strategies Inc.'s STAG Position: Q2 2026 in Review

Planning Strategies Inc. opened a new position in STAG Industrial (STAG) in Q2 2026: 4 shares worth $152. The stake represents ﹤0.01% of the portfolio and ranks #1008 among its holdings.

148 funds tracked by Wall St. Rank hold STAG as of Q2 2026.

Planning Strategies Inc. held 4 shares of STAG Industrial worth $152 as of Q2 2026.
STAG Industrial was a new Planning Strategies Inc. position in Q2 2026.
STAG Industrial made up ﹤0.01% of Planning Strategies Inc.'s portfolio in Q2 2026, its #1008 holding.
148 funds tracked by Wall St. Rank held STAG Industrial as of Q2 2026.

Based on Planning Strategies Inc.'s 13F filing for Q2 2026, filed 27 Jul 2026.