Ancora Advisors’s State Street STT Stock Holding History

Ancora Advisors’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	$36.8K	Sell	291 -102	-26%	-$13K	﹤0.01%	1275
2025 Q4	$50.7K	Buy	+393	New	+$47.1K	﹤0.01%	1147
2024 Q2	–	Sell	-432	Closed	-$33.4K	–	1916
2024 Q1	$33.4K	Buy	+432	New	+$32K	﹤0.01%	1070
2023 Q1	–	Sell	-10	Closed	-$1K	–	2052
2022 Q4	$1K	Buy	+10	New	+$736	﹤0.01%	1698
2020 Q2	–	Sell	-632	Closed	-$34K	–	1431
2020 Q1	$34K	Hold	632	–	–	﹤0.01%	962
2019 Q4	$50K	Buy	+632	New	+$44.5K	﹤0.01%	893
2018 Q4	–	Sell	-1,030	Closed	-$86K	–	1112
2018 Q3	$86K	Buy	+1,030	New	+$90.5K	﹤0.01%	790
2018 Q2	–	Sell	-3,054	Closed	-$305K	–	711
2018 Q1	$305K	Sell	3,054 -2,775	-48%	-$291K	0.01%	570
2017 Q4	$569K	Buy	5,829 +3,680	+171%	+$352K	0.03%	411
2017 Q3	$205K	Buy	+2,149	New	+$200K	0.01%	612

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

Ancora Advisors's STT Position: Q1 2026 in Review

Ancora Advisors reduced its State Street (STT) stake by 26% in Q1 2026, selling an estimated $13K and leaving 291 shares worth $36.8K. The position accounts for ﹤0.01% of the portfolio, ranked #1275.

Ancora Advisors first reported a position in STT in Q3 2017 and has held it in 10 quarters since. The position peaked at $569K in Q4 2017. 1,129 funds tracked by Wall St. Rank hold STT as of Q1 2026.

Ancora Advisors held 291 shares of State Street worth $36.8K as of Q1 2026.
Ancora Advisors sold 102 State Street shares in Q1 2026, an estimated $13K.
State Street made up ﹤0.01% of Ancora Advisors's portfolio in Q1 2026, its #1275 holding.
Ancora Advisors first reported a position in State Street in Q3 2017 and has held it in 10 quarters since.
Ancora Advisors's State Street position peaked at $569K in Q4 2017.
1,129 funds tracked by Wall St. Rank held State Street as of Q1 2026.

Based on Ancora Advisors's 13F filing for Q1 2026, filed 15 May 2026.