Aft Forsyth & Sober’s State Street STT Stock Holding History

Aft Forsyth & Sober’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 Q1	$1.36M	Hold	10,750	–	–	0.42%	51
2025 Q4	$1.39M	Hold	10,750	–	–	0.42%	48
2025 Q3	$1.25M	Hold	10,750	–	–	0.39%	48
2025 Q2	$1.14M	Hold	10,750	–	–	0.39%	51
2025 Q1	$962K	Hold	10,750	–	–	0.34%	61
2024 Q4	$1.06M	Sell	10,750 -9,000	-46%	-$852K	0.34%	67
2024 Q3	$1.75M	Hold	19,750	–	–	0.57%	51
2024 Q2	$1.46M	Hold	19,750	–	–	0.5%	56
2024 Q1	$1.53M	Hold	19,750	–	–	0.54%	55
2023 Q4	$1.53M	Hold	19,750	–	–	0.59%	53
2023 Q3	$1.32M	Hold	19,750	–	–	0.56%	50
2023 Q2	$1.45M	Hold	19,750	–	–	0.6%	47
2023 Q1	$1.49M	Hold	19,750	–	–	0.76%	38
2022 Q4	$1.53M	Hold	19,750	–	–	0.69%	38
2022 Q3	$1.2M	Hold	19,750	–	–	0.58%	50
2022 Q2	$1.22M	Sell	19,750 -9	-0%	-$637	0.57%	54
2022 Q1	$1.72M	Buy	+19,759	New	+$1.83M	0.68%	36

Other funds holding STT

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

ROTUOC

Regents of the University of California Oakland, California $3.01B AUM 11.91% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

Aft Forsyth & Sober's STT Position: Q1 2026 in Review

Aft Forsyth & Sober held its State Street (STT) position steady in Q1 2026 at 10,750 shares worth $1.36M. The position accounts for 0.42% of the portfolio, ranked #51.

Aft Forsyth & Sober first reported a position in STT in Q1 2022 and has held it in 17 quarters since. The position peaked at $1.75M in Q3 2024. 1,129 funds tracked by Wall St. Rank hold STT as of Q1 2026.

Aft Forsyth & Sober held 10,750 shares of State Street worth $1.36M as of Q1 2026.
Aft Forsyth & Sober left its State Street share count unchanged in Q1 2026.
State Street made up 0.42% of Aft Forsyth & Sober's portfolio in Q1 2026, its #51 holding.
Aft Forsyth & Sober first reported a position in State Street in Q1 2022 and has held it in 17 quarters since.
Aft Forsyth & Sober's State Street position peaked at $1.75M in Q3 2024.
1,129 funds tracked by Wall St. Rank held State Street as of Q1 2026.

Based on Aft Forsyth & Sober's 13F filing for Q1 2026, filed 14 May 2026.