Baker Tilly Wealth Management’s State Street STT Stock Holding History

Baker Tilly 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 Q2	$317K	Buy	1,869 +42	+2%	+$6.48K	0.07%	214
2026 Q1	$231K	Buy	1,827 +107	+6%	+$13.7K	0.06%	250
2025 Q4	$222K	Buy	+1,720	New	+$206K	0.05%	260
2022 Q4	–	Sell	-3,381	Closed	-$206K	–	565
2022 Q3	$206K	Sell	3,381 -306	-8%	-$20.9K	0.03%	472
2022 Q2	$227K	Buy	+3,687	New	+$261K	0.03%	454

Other funds holding STT

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Metropolis Capital Amersham, United Kingdom $3.45B AUM 1.26% 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 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

Arbejdsmarkedets Tillaegspension Hilleroed $4.6B AUM

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

Baker Tilly Wealth Management's STT Position: Q2 2026 in Review

Baker Tilly Wealth Management increased its State Street (STT) stake by 2.3% in Q2 2026, buying an estimated $6.48K and bringing the position to 1,869 shares worth $317K. The position accounts for 0.07% of the portfolio, ranked #214.

Baker Tilly Wealth Management first reported a position in STT in Q2 2022 and has held it in 5 quarters since. 260 funds tracked by Wall St. Rank hold STT as of Q2 2026.

Baker Tilly Wealth Management held 1,869 shares of State Street worth $317K as of Q2 2026.
Baker Tilly Wealth Management bought 42 State Street shares in Q2 2026, an estimated $6.48K.
State Street made up 0.07% of Baker Tilly Wealth Management's portfolio in Q2 2026, its #214 holding.
Baker Tilly Wealth Management first reported a position in State Street in Q2 2022 and has held it in 5 quarters since.
260 funds tracked by Wall St. Rank held State Street as of Q2 2026.

Based on Baker Tilly Wealth Management's 13F filing for Q2 2026, filed 17 Jul 2026.