Atala Financial’s State Street STT Stock Holding History

Atala 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
2025 Q2	–	Sell	-20	Closed	-$1.79K	–	406
2025 Q1	$1.79K	Hold	20	–	–	﹤0.01%	444
2024 Q4	$1.96K	Buy	+20	New	+$1.89K	﹤0.01%	444

Other funds holding STT

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 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

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

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

Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return

Atala Financial's STT Position: Q2 2025 in Review

Atala Financial sold out of State Street (STT) in Q2 2025, closing a stake of 20 shares — an estimated $1.79K sold.

Atala Financial first reported a position in STT in Q4 2024 and held it in 2 quarters. The position peaked at $1.96K in Q4 2024. 992 funds tracked by Wall St. Rank hold STT as of Q2 2025.

Atala Financial reported no remaining State Street position as of Q2 2025 after selling out during the quarter.
Atala Financial sold 20 State Street shares in Q2 2025, an estimated $1.79K.
Atala Financial first reported a position in State Street in Q4 2024 and held it in 2 quarters.
Atala Financial's State Street position peaked at $1.96K in Q4 2024.
992 funds tracked by Wall St. Rank held State Street as of Q2 2025.

Based on Atala Financial's 13F filing for Q2 2025, filed 7 Aug 2025.