AWM
STT icon

Abound Wealth Management’s State Street STT Stock Holding History

Abound Wealth Management’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 		$2.78K Sell
16
-29
-64% -$4.47K ﹤0.01% 704
2026
Q1 		$5.68K Hold
45
– – ﹤0.01% 702
2025
Q4 		$5.79K Buy
45
+3
+7% +$359 ﹤0.01% 634
2025
Q3 		$4.83K Buy
42
+4
+11% +$446 ﹤0.01% 652
2025
Q2 		$4.06K Hold
38
– – ﹤0.01% 626
2025
Q1 		$3.42K Sell
38
-14
-27% -$1.34K ﹤0.01% 611
2024
Q4 		$5.12K Sell
52
-8
-13% -$758 ﹤0.01% 521
2024
Q3 		$5.32K Hold
60
– – ﹤0.01% 539
2024
Q2 		$4.45K Hold
60
– – ﹤0.01% 527
2024
Q1 		$4.65K Buy
60
+8
+15% +$593 ﹤0.01% 543
2023
Q4 		$4.04K Buy
52
+8
+18% +$558 ﹤0.01% 555
2023
Q3 		$2.96K Sell
44
-10
-19% -$705 ﹤0.01% 560
2023
Q2 		$3.96K Buy
54
+10
+23% +$719 ﹤0.01% 540
2023
Q1 		$3.34K Buy
44
+10
+29% +$842 ﹤0.01% 501
2022
Q4 		$2.65K Buy
34
+6
+21% +$442 ﹤0.01% 492
2022
Q3 		$1.71K Buy
+28
New +$1.91K ﹤0.01% 510

Other funds holding STT

Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 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
BC
Burney Company Reston, Virginia $3.71B AUM 37.66% 1-Year Est. Return

Abound Wealth Management's STT Position: Q2 2026 in Review

Abound Wealth Management reduced its State Street (STT) stake by 64% in Q2 2026, selling an estimated $4.47K and leaving 16 shares worth $2.78K. The position accounts for ﹤0.01% of the portfolio, ranked #704.

Abound Wealth Management first reported a position in STT in Q3 2022 and has held it in 16 quarters since. The position peaked at $5.79K in Q4 2025. 239 funds tracked by Wall St. Rank hold STT as of Q2 2026.

  • Abound Wealth Management held 16 shares of State Street worth $2.78K as of Q2 2026.
  • Abound Wealth Management sold 29 State Street shares in Q2 2026, an estimated $4.47K.
  • State Street made up ﹤0.01% of Abound Wealth Management's portfolio in Q2 2026, its #704 holding.
  • Abound Wealth Management first reported a position in State Street in Q3 2022 and has held it in 16 quarters since.
  • Abound Wealth Management's State Street position peaked at $5.79K in Q4 2025.
  • 239 funds tracked by Wall St. Rank held State Street as of Q2 2026.

Based on Abound Wealth Management's 13F filing for Q2 2026, filed 10 Jul 2026.