STAG STAG INDL INC COM

Ownership history in NBC SECURITIES, INC.  ·  11 quarters on record

AI Ownership Summary

NBC SECURITIES, INC. reported STAG INDL INC COM (STAG) in 11 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 0.26% in 2023 Q4. The latest visible filing shows STAG at 0.04% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this STAG ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was NBC SECURITIES, INC.'s position in STAG INDL INC COM, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

STAG was reported at 0.04% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.26% in 2023 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How NBC SECURITIES, INC. held STAG — position size vs. price
% of Fund (quarterly)    STAG price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 10 quarters  
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED 14,180 -85 -0.6% 0.04% $511K 2026-04-14 $38.65
2025 Q4 ADDED 14,265 +767 +5.7% 0.04% $524K 2026-01-29 $36.88
2025 Q3 REDUCED 13,498 -123 -0.9% 0.04% $476K 2025-11-14 (Est.) $37.78
2025 Q2 REDUCED 13,621 -63,335 -82.3% 0.04% $494K 2025-08-14 (Est.) $33.87
2025 Q1 ADDED 76,956 +76,886 +109837.1% 0.24% $2.8M 2025-04-09 $30.84
2024 Q4 REDUCED 70 -66,474 -99.9% 0.22% $2K 2025-01-22 $32.31
2024 Q3 REDUCED 66,544 -56 -0.1% 0.22% $2.6M 2024-10-15 $35.54
2024 Q2 ADDED 66,600 +1,224 +1.9% 0.22% $2.4M 2024-07-10 $33.77
2024 Q1 ADDED 65,376 +34 +0.1% 0.24% $2.5M 2024-04-05 $34.55
2023 Q4 REDUCED 65,342 -222 -0.3% 0.26% $2.6M 2024-02-07 $33.78
1 older quarter hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About NBC SECURITIES, INC. and STAG

These are the practical questions this page is built to answer before you even open the full history table.

How long has NBC SECURITIES, INC. reported owning STAG?

NBC SECURITIES, INC. reported STAG across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported STAG position in NBC SECURITIES, INC.'s portfolio?

The largest reported portfolio weight for STAG was 0.26% in 2023 Q4.

What is the latest reported STAG position on this page?

The most recent filing on this page is 2026 Q1, when NBC SECURITIES, INC. reported 14,180 shares, equal to 0.04% of portfolio, with an estimated market value of $511K.

What does the chart on this STAG ownership page compare?

The chart compares NBC SECURITIES, INC.'s quarterly STAG portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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