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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
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 $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
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
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
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

Atomi Financial Group's STT Position: Q1 2026 in Review

Atomi Financial Group increased its State Street (STT) stake by 15% in Q1 2026, buying an estimated $145K and bringing the position to 8,591 shares worth $1.09M. The position accounts for 0.03% of the portfolio, ranked #414.

Atomi Financial Group first reported a position in STT in Q3 2024 and has held it in 7 quarters since. 1,129 funds tracked by Wall St. Rank hold STT as of Q1 2026.

  • Atomi Financial Group held 8,591 shares of State Street worth $1.09M as of Q1 2026.
  • Atomi Financial Group bought 1,136 State Street shares in Q1 2026, an estimated $145K.
  • State Street made up 0.03% of Atomi Financial Group's portfolio in Q1 2026, its #414 holding.
  • Atomi Financial Group first reported a position in State Street in Q3 2024 and has held it in 7 quarters since.
  • 1,129 funds tracked by Wall St. Rank held State Street as of Q1 2026.

Based on Atomi Financial Group's 13F filing for Q1 2026, filed 14 May 2026.