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Abacus Wealth Partners’s State Street STT Stock Holding History

Abacus Wealth Partners’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 		$778K Sell
4,585
-5,782
-56% -$892K 0.08% 89
2026
Q1 		$1.31M Sell
10,367
-157
-1% -$20.1K 0.12% 74
2025
Q4 		$1.36M Buy
+10,524
New +$1.26M 0.13% 71

Other funds holding STT

Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
MC
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
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
AT
Arbejdsmarkedets Tillaegspension Hilleroed $4.6B AUM
Swedbank
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

Abacus Wealth Partners's STT Position: Q2 2026 in Review

Abacus Wealth Partners reduced its State Street (STT) stake by 56% in Q2 2026, selling an estimated $892K and leaving 4,585 shares worth $778K. The position accounts for 0.08% of the portfolio, ranked #89.

Abacus Wealth Partners first reported a position in STT in Q4 2025 and has held it in 3 quarters since. The position peaked at $1.36M in Q4 2025. 264 funds tracked by Wall St. Rank hold STT as of Q2 2026.

  • Abacus Wealth Partners held 4,585 shares of State Street worth $778K as of Q2 2026.
  • Abacus Wealth Partners sold 5,782 State Street shares in Q2 2026, an estimated $892K.
  • State Street made up 0.08% of Abacus Wealth Partners's portfolio in Q2 2026, its #89 holding.
  • Abacus Wealth Partners first reported a position in State Street in Q4 2025 and has held it in 3 quarters since.
  • Abacus Wealth Partners's State Street position peaked at $1.36M in Q4 2025.
  • 264 funds tracked by Wall St. Rank held State Street as of Q2 2026.

Based on Abacus Wealth Partners's 13F filing for Q2 2026, filed 22 Jul 2026.