Atria Wealth Solutions’s State Street STT Stock Holding History

Atria Wealth Solutions’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	$1.68M	Sell	15,841 -9,712	-38%	-$898K	0.04%	466
2025 Q1	$2.29M	Buy	25,553 +4,978	+24%	+$476K	0.03%	582
2024 Q4	$2.02M	Sell	20,575 -905	-4%	-$85.7K	0.02%	637
2024 Q3	$1.9M	Sell	21,480 -612	-3%	-$50.5K	0.02%	660
2024 Q2	$1.63M	Sell	22,092 -1,406	-6%	-$105K	0.02%	700
2024 Q1	$1.83M	Sell	23,498 -20,930	-47%	-$1.55M	0.02%	672
2023 Q4	$3.47M	Sell	44,428 -2,112	-5%	-$147K	0.04%	416
2023 Q3	$3.14M	Buy	46,540 +2,277	+5%	+$161K	0.04%	421
2023 Q2	$3.26M	Sell	44,263 -2,719	-6%	-$195K	0.04%	413
2023 Q1	$3.59M	Buy	46,982 +2,717	+6%	+$229K	0.05%	356
2022 Q4	$3.46M	Buy	44,265 +1,281	+3%	+$94.3K	0.06%	342
2022 Q3	$2.64M	Buy	42,984 +7,517	+21%	+$514K	0.05%	388
2022 Q2	$2.2M	Sell	35,467 -3,489	-9%	-$247K	0.04%	410
2022 Q1	$3.41M	Buy	+38,956	New	+$3.61M	0.06%	333

Other funds holding STT

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return

Atria Wealth Solutions's STT Position: Q2 2025 in Review

Atria Wealth Solutions reduced its State Street (STT) stake by 38% in Q2 2025, selling an estimated $898K and leaving 15,841 shares worth $1.68M. The position accounts for 0.04% of the portfolio, ranked #466.

Atria Wealth Solutions first reported a position in STT in Q1 2022 and has held it in 14 quarters since. The position peaked at $3.59M in Q1 2023. 996 funds tracked by Wall St. Rank hold STT as of Q2 2025.

Atria Wealth Solutions held 15,841 shares of State Street worth $1.68M as of Q2 2025.
Atria Wealth Solutions sold 9,712 State Street shares in Q2 2025, an estimated $898K.
State Street made up 0.04% of Atria Wealth Solutions's portfolio in Q2 2025, its #466 holding.
Atria Wealth Solutions first reported a position in State Street in Q1 2022 and has held it in 14 quarters since.
Atria Wealth Solutions's State Street position peaked at $3.59M in Q1 2023.
996 funds tracked by Wall St. Rank held State Street as of Q2 2025.

Based on Atria Wealth Solutions's 13F filing for Q2 2025, filed 25 Jul 2025.