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Atwood & Palmer’s State Street STT Stock Holding History

Atwood & Palmer’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 		– Sell
-11
Closed -$1.39K – 548
2026
Q1 		$1.39K Buy
+11
New +$1.41K ﹤0.01% 458

Other funds holding STT

Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
AAMU
AEGON Asset Management (UK) Edinburgh, United Kingdom $9.38B AUM 48.94% 1-Year Est. Return
CNAM
Campbell Newman Asset Management Milwaukee, Wisconsin $1.35B AUM 38.87% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return
GGI
Godsey & Gibb Inc Richmond, Virginia $1.22B AUM 27.93% 1-Year Est. Return
AT
Arbejdsmarkedets Tillaegspension Hilleroed $4.6B AUM
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
AIA
Allied Investment Advisors Billings, Montana $797M AUM 23.9% 1-Year Est. Return
BC
Burney Company Reston, Virginia $3.71B AUM 37.66% 1-Year Est. Return

Atwood & Palmer's STT Position: Q2 2026 in Review

Atwood & Palmer sold out of State Street (STT) in Q2 2026, closing a stake of 11 shares — an estimated $1.39K sold.

Atwood & Palmer first reported a position in STT in Q1 2026 and held it in 1 quarter. The position peaked at $1.39K in Q1 2026. 239 funds tracked by Wall St. Rank hold STT as of Q2 2026.

  • Atwood & Palmer reported no remaining State Street position as of Q2 2026 after selling out during the quarter.
  • Atwood & Palmer sold 11 State Street shares in Q2 2026, an estimated $1.39K.
  • Atwood & Palmer first reported a position in State Street in Q1 2026 and held it in 1 quarter.
  • Atwood & Palmer's State Street position peaked at $1.39K in Q1 2026.
  • 239 funds tracked by Wall St. Rank held State Street as of Q2 2026.

Based on Atwood & Palmer's 13F filing for Q2 2026, filed 8 Jul 2026.