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Atomi Financial Group’s State Street STT Stock Holding History

Atomi Financial Group’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 		$1.46M Buy
8,620
+29
+0.3% +$4.47K 0.04% 359
2026
Q1 		$1.09M Buy
8,591
+1,136
+15% +$145K 0.03% 414
2025
Q4 		$962K Buy
7,455
+2,403
+48% +$288K 0.03% 425
2025
Q3 		$586K Buy
5,052
+2,068
+69% +$231K 0.02% 590
2025
Q2 		$317K Sell
2,984
-147
-5% -$13.6K 0.01% 789
2025
Q1 		$280K Sell
3,131
-235
-7% -$22.4K 0.01% 808
2024
Q4 		$330K Buy
3,366
+302
+10% +$28.6K 0.02% 673
2024
Q3 		$271K Buy
+3,064
New +$253K 0.02% 712

Other funds holding STT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
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
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Atomi Financial Group's STT Position: Q2 2026 in Review

Atomi Financial Group increased its State Street (STT) stake by 0.34% in Q2 2026, buying an estimated $4.47K and bringing the position to 8,620 shares worth $1.46M. The position accounts for 0.04% of the portfolio, ranked #359.

Atomi Financial Group first reported a position in STT in Q3 2024 and has held it in 8 quarters since. 1,258 funds tracked by Wall St. Rank hold STT as of Q2 2026.

  • Atomi Financial Group held 8,620 shares of State Street worth $1.46M as of Q2 2026.
  • Atomi Financial Group bought 29 State Street shares in Q2 2026, an estimated $4.47K.
  • State Street made up 0.04% of Atomi Financial Group's portfolio in Q2 2026, its #359 holding.
  • Atomi Financial Group first reported a position in State Street in Q3 2024 and has held it in 8 quarters since.
  • 1,258 funds tracked by Wall St. Rank held State Street as of Q2 2026.

Based on Atomi Financial Group's 13F filing for Q2 2026, filed 4 Aug 2026.