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BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC.’s STAG Industrial STAG Stock Holding History

BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, 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
Q3 		– Sell
-1,073
Closed -$40.8K – 2469
2026
Q2 		$40.8K Hold
1,073
– – 0.01% 1028
2026
Q1 		$38.7K Hold
1,073
– – 0.01% 1078
2025
Q4 		$39.4K Hold
1,073
– – 0.01% 1102
2025
Q3 		$37.9K Hold
1,073
– – 0.01% 1028
2025
Q2 		$38.9K Hold
1,073
– – 0.01% 996
2025
Q1 		$38.8K Hold
1,073
– – 0.01% 1021
2024
Q4 		$36.3K Hold
1,073
– – 0.01% 986
2024
Q3 		$41.9K Buy
+1,073
New +$42.1K 0.01% 1007

Other funds holding STAG

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Centersquare Investment Management
Centersquare Investment Management Conshohocken, Pennsylvania $11.2B AUM 8.3% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $25.4B AUM 35.48% 1-Year Est. Return

BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC.'s STAG Position: Q3 2026 in Review

BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. sold out of STAG Industrial (STAG) in Q3 2026, closing a stake of 1,073 shares — an estimated $40.8K sold.

BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. first reported a position in STAG in Q3 2024 and held it in 8 quarters. The position peaked at $41.9K in Q3 2024. 452 funds tracked by Wall St. Rank hold STAG as of Q3 2026.

  • BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. reported no remaining STAG Industrial position as of Q3 2026 after selling out during the quarter.
  • BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. sold 1,073 STAG Industrial shares in Q3 2026, an estimated $40.8K.
  • BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. first reported a position in STAG Industrial in Q3 2024 and held it in 8 quarters.
  • BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC.'s STAG Industrial position peaked at $41.9K in Q3 2024.
  • 452 funds tracked by Wall St. Rank held STAG Industrial as of Q3 2026.

Based on BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC.'s 13F filing for Q3 2026, filed 13 Nov 2026.