Align Financial’s State Street STT Stock Holding History

Align Financial’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	$1.02K	Hold	6	–	–	﹤0.01%	335
2026 Q1	$759	Sell	6 -768	-99%	-$98.2K	﹤0.01%	347
2025 Q4	$774	Buy	+774	New	+$92.7K	﹤0.01%	364

Other funds holding STT

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

ROTUOC

Regents of the University of California Oakland, California $4.36B AUM 33.89% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Align Financial's STT Position: Q2 2026 in Review

Align Financial held its State Street (STT) position steady in Q2 2026 at 6 shares worth $1.02K. The position accounts for ﹤0.01% of the portfolio, ranked #335.

Align Financial first reported a position in STT in Q4 2025 and has held it in 3 quarters since. 1,250 funds tracked by Wall St. Rank hold STT as of Q2 2026.

Align Financial held 6 shares of State Street worth $1.02K as of Q2 2026.
Align Financial left its State Street share count unchanged in Q2 2026.
State Street made up ﹤0.01% of Align Financial's portfolio in Q2 2026, its #335 holding.
Align Financial first reported a position in State Street in Q4 2025 and has held it in 3 quarters since.
1,250 funds tracked by Wall St. Rank held State Street as of Q2 2026.

Based on Align Financial's 13F filing for Q2 2026, filed 27 Jul 2026.