Rothwell Investment Advisors, LLC’s State Street STT Stock Holding History

Rothwell Investment Advisors, LLC’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 Q3	$391K	Buy	+2,237	New	+$414K	0.21%	94

Other funds holding STT

Regents of the University of California Oakland, California $6.64B AUM 23.46% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return

Rothwell Investment Advisors, LLC's STT Position: Q3 2026 in Review

Rothwell Investment Advisors, LLC opened a new position in State Street (STT) in Q3 2026: 2,237 shares worth $391K. The stake represents 0.21% of the portfolio and ranks #94 among its holdings.

686 funds tracked by Wall St. Rank hold STT as of Q3 2026.

Rothwell Investment Advisors, LLC held 2,237 shares of State Street worth $391K as of Q3 2026.
State Street was a new Rothwell Investment Advisors, LLC position in Q3 2026.
State Street made up 0.21% of Rothwell Investment Advisors, LLC's portfolio in Q3 2026, its #94 holding.
686 funds tracked by Wall St. Rank held State Street as of Q3 2026.

Based on Rothwell Investment Advisors, LLC's 13F filing for Q3 2026, filed 6 Nov 2026.