AWM
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Activest Wealth Management’s State Street STT Stock Holding History

Activest 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 		$3.73K Sell
22
-39
-64% -$6.01K ﹤0.01% 761
2026
Q1 		$7.72K Buy
+61
New +$7.8K ﹤0.01% 738
2025
Q4 		– Sell
-60
Closed -$6.96K – 1293
2025
Q3 		$6.96K Sell
60
-943
-94% -$105K ﹤0.01% 582
2025
Q2 		$107K Buy
1,003
+976
+3,615% +$90.3K 0.03% 141
2025
Q1 		$2.42K Buy
+27
New +$2.58K ﹤0.01% 625

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

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

Activest Wealth Management reduced its State Street (STT) stake by 64% in Q2 2026, selling an estimated $6.01K and leaving 22 shares worth $3.73K. The position accounts for ﹤0.01% of the portfolio, ranked #761.

Activest Wealth Management first reported a position in STT in Q1 2025 and has held it in 5 quarters since. The position peaked at $107K in Q2 2025. 239 funds tracked by Wall St. Rank hold STT as of Q2 2026.

  • Activest Wealth Management held 22 shares of State Street worth $3.73K as of Q2 2026.
  • Activest Wealth Management sold 39 State Street shares in Q2 2026, an estimated $6.01K.
  • State Street made up ﹤0.01% of Activest Wealth Management's portfolio in Q2 2026, its #761 holding.
  • Activest Wealth Management first reported a position in State Street in Q1 2025 and has held it in 5 quarters since.
  • Activest Wealth Management's State Street position peaked at $107K in Q2 2025.
  • 239 funds tracked by Wall St. Rank held State Street as of Q2 2026.

Based on Activest Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.