Back to STAG
Aegis Wealth Management, Inc. → STAG
Aegis Wealth Management, Inc. STAG Position History
STAG Industrial, Inc. • Real Estate
Quarters held
4
Latest value
$1.5M
Q3 2026
Peak value
$1.6M
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $1.6M |
| Q1 2026 | $1.6M |
| Q2 2026 | $1.6M |
| Q3 2026 | $1.5M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $1.5M | 43.2K | — | — |
| Q2 2026 | $1.6M | 42.0K | — | — |
| Q1 2026 | $1.6M | 43.4K | — | — |
| Q4 2025 | $1.6M | 43.7K | — | — |
Other funds holding STAG
$369.4M
$352.9M
$352.9M
$334.1M
$280.2M