Axxcess Wealth Management
STT icon

Axxcess Wealth Management’s State Street STT Stock Holding History

Axxcess Wealth Management’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
Q3 		$754K Buy
4,318
+735
+21% +$136K 0.03% 449
2026
Q2 		$608K Buy
3,583
+430
+14% +$66.3K 0.01% 663
2026
Q1 		$399K Buy
3,153
+1,296
+70% +$166K 0.01% 319
2025
Q4 		$240K Buy
+1,857
New +$222K ﹤0.01% 929

Other funds holding STT

KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Ferguson Wellman Capital Management
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
Metropolis Capital
Metropolis Capital Amersham, United Kingdom $3.63B AUM 2.9% 1-Year Est. Return
Campbell Newman Asset Management
Campbell Newman Asset Management Milwaukee, Wisconsin $1.33B AUM 26.63% 1-Year Est. Return
Verity & Verity
Verity & Verity Beaufort, South Carolina $1.5B AUM 28.12% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Wedge Capital Management
Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return
Godsey & Gibb Inc
Godsey & Gibb Inc Richmond, Virginia $1.21B AUM 18.94% 1-Year Est. Return
Vest Financial
Vest Financial Mclean, Virginia $9.5B AUM 22.78% 1-Year Est. Return

Axxcess Wealth Management's STT Position: Q3 2026 in Review

Axxcess Wealth Management increased its State Street (STT) stake by 21% in Q3 2026, buying an estimated $136K and bringing the position to 4,318 shares worth $754K. The position accounts for 0.03% of the portfolio, ranked #449.

Axxcess Wealth Management first reported a position in STT in Q4 2025 and has held it in 4 quarters since. 317 funds tracked by Wall St. Rank hold STT as of Q3 2026.

  • Axxcess Wealth Management held 4,318 shares of State Street worth $754K as of Q3 2026.
  • Axxcess Wealth Management bought 735 State Street shares in Q3 2026, an estimated $136K.
  • State Street made up 0.03% of Axxcess Wealth Management's portfolio in Q3 2026, its #449 holding.
  • Axxcess Wealth Management first reported a position in State Street in Q4 2025 and has held it in 4 quarters since.
  • 317 funds tracked by Wall St. Rank held State Street as of Q3 2026.

Based on Axxcess Wealth Management's 13F filing for Q3 2026, filed 21 Oct 2026.