1620 Investment Advisors’s State Street STT Stock Holding History

1620 Investment Advisors’s Portfolio STT Stock Details STT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$79.5K	Hold	469	–	–	0.05%	275
2026 Q1	$59.4K	Hold	469	–	–	0.04%	292
2025 Q4	$60.5K	Sell	469 -50	-10%	-$5.99K	0.04%	279
2025 Q3	$60.2K	Hold	519	–	–	0.04%	277
2025 Q2	$55.2K	Hold	519	–	–	0.04%	295
2025 Q1	$46.5K	Hold	519	–	–	0.04%	307
2024 Q4	$50.9K	Sell	519 -600	-54%	-$56.8K	0.04%	298
2024 Q3	$99K	Sell	1,119 -335	-23%	-$27.6K	0.07%	228
2024 Q2	$108K	Buy	+1,454	New	+$108K	0.08%	209
2023 Q4	–	Sell	-34,531	Closed	-$668K	–	153
2023 Q3	$668K	Buy	+34,531	New	+$2.44M	0.76%	37

Other funds holding STT

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Metropolis Capital Amersham, United Kingdom $3.45B AUM 1.26% 1-Year Est. Return

AAMU

AEGON Asset Management (UK) Edinburgh, United Kingdom $9.38B AUM 48.94% 1-Year Est. Return

CNAM

Campbell Newman Asset Management Milwaukee, Wisconsin $1.35B AUM 38.87% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

WCM

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

GGI

Godsey & Gibb Inc Richmond, Virginia $1.22B AUM 27.93% 1-Year Est. Return

Arbejdsmarkedets Tillaegspension Hilleroed $4.6B AUM

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

AIA

Allied Investment Advisors Billings, Montana $797M AUM 23.9% 1-Year Est. Return

1620 Investment Advisors's STT Position: Q2 2026 in Review

1620 Investment Advisors held its State Street (STT) position steady in Q2 2026 at 469 shares worth $79.5K. The position accounts for 0.05% of the portfolio, ranked #275.

1620 Investment Advisors first reported a position in STT in Q3 2023 and has held it in 10 quarters since. The position peaked at $668K in Q3 2023. 264 funds tracked by Wall St. Rank hold STT as of Q2 2026.

1620 Investment Advisors held 469 shares of State Street worth $79.5K as of Q2 2026.
1620 Investment Advisors left its State Street share count unchanged in Q2 2026.
State Street made up 0.05% of 1620 Investment Advisors's portfolio in Q2 2026, its #275 holding.
1620 Investment Advisors first reported a position in State Street in Q3 2023 and has held it in 10 quarters since.
1620 Investment Advisors's State Street position peaked at $668K in Q3 2023.
264 funds tracked by Wall St. Rank held State Street as of Q2 2026.

Based on 1620 Investment Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.