Aprio Wealth Management
STT icon

Aprio Wealth Management’s State Street STT Stock Holding History

Aprio 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
Q3 		$790K Buy
4,523
+212
+5% +$39.2K 0.04% 303
2026
Q2 		$731K Buy
4,311
+841
+24% +$130K 0.04% 296
2026
Q1 		$439K Buy
3,470
+581
+20% +$74.3K 0.02% 392
2025
Q4 		$373K Buy
+2,889
New +$346K 0.02% 379

Other funds holding STT

Regents of the University of California
Regents of the University of California Oakland, California $6.64B AUM 23.46% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Ferguson Wellman Capital Management
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
Metropolis Capital
Metropolis Capital Amersham, United Kingdom $3.63B AUM 2.9% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Miller Howard Investments
Miller Howard Investments Kingston, New York $3.72B AUM 18.2% 1-Year Est. Return
STRS Ohio
STRS Ohio Columbus, Ohio $27.1B AUM 34.64% 1-Year Est. Return
Campbell Newman Asset Management
Campbell Newman Asset Management Milwaukee, Wisconsin $1.33B AUM 26.63% 1-Year Est. Return
Verity & Verity
Verity & Verity Beaufort, South Carolina $1.5B AUM 28.12% 1-Year Est. Return

Aprio Wealth Management's STT Position: Q3 2026 in Review

Aprio Wealth Management increased its State Street (STT) stake by 4.9% in Q3 2026, buying an estimated $39.2K and bringing the position to 4,523 shares worth $790K. The position accounts for 0.04% of the portfolio, ranked #303.

Aprio Wealth Management first reported a position in STT in Q4 2025 and has held it in 4 quarters since. 476 funds tracked by Wall St. Rank hold STT as of Q3 2026.

  • Aprio Wealth Management held 4,523 shares of State Street worth $790K as of Q3 2026.
  • Aprio Wealth Management bought 212 State Street shares in Q3 2026, an estimated $39.2K.
  • State Street made up 0.04% of Aprio Wealth Management's portfolio in Q3 2026, its #303 holding.
  • Aprio Wealth Management first reported a position in State Street in Q4 2025 and has held it in 4 quarters since.
  • 476 funds tracked by Wall St. Rank held State Street as of Q3 2026.

Based on Aprio Wealth Management's 13F filing for Q3 2026, filed 28 Oct 2026.