Arkadios Wealth Advisors’s State Street STT Stock Holding History

Arkadios Wealth 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 Q2	$10.4M	Buy	61,426 +5,997	+11%	+$925K	0.16%	148
2026 Q1	$7.02M	Buy	55,429 +4,101	+8%	+$524K	0.11%	209
2025 Q4	$6.62M	Buy	51,328 +5,270	+11%	+$631K	0.13%	173
2025 Q3	$5.34M	Buy	46,058 +4,814	+12%	+$537K	0.13%	183
2025 Q2	$4.39M	Buy	+41,244	New	+$3.81M	0.13%	180
2020 Q2	–	Sell	-15	Closed	-$799	–	1130
2020 Q1	$799	Buy	15 +3	+25%	+$208	﹤0.01%	984
2019 Q4	$946	Buy	+12	New	+$845	﹤0.01%	899

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

Arkadios Wealth Advisors's STT Position: Q2 2026 in Review

Arkadios Wealth Advisors increased its State Street (STT) stake by 11% in Q2 2026, buying an estimated $925K and bringing the position to 61,426 shares worth $10.4M. The position accounts for 0.16% of the portfolio, ranked #148.

Arkadios Wealth Advisors first reported a position in STT in Q4 2019 and has held it in 7 quarters since. 1,248 funds tracked by Wall St. Rank hold STT as of Q2 2026.

Arkadios Wealth Advisors held 61,426 shares of State Street worth $10.4M as of Q2 2026.
Arkadios Wealth Advisors bought 5,997 State Street shares in Q2 2026, an estimated $925K.
State Street made up 0.16% of Arkadios Wealth Advisors's portfolio in Q2 2026, its #148 holding.
Arkadios Wealth Advisors first reported a position in State Street in Q4 2019 and has held it in 7 quarters since.
1,248 funds tracked by Wall St. Rank held State Street as of Q2 2026.

Based on Arkadios Wealth Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.