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Balboa Wealth Partners’s State Street STT Stock Holding History

Balboa Wealth Partners’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 		$225K Buy
+1,324
New +$204K 0.03% 415
2026
Q1 		– Sell
-2,440
Closed -$315K – 484
2025
Q4 		$315K Buy
2,440
+406
+20% +$48.6K 0.05% 283
2025
Q3 		$236K Buy
+2,034
New +$227K 0.04% 323
2024
Q4 		– Sell
-2,438
Closed -$216K – 384
2024
Q3 		$216K Buy
+2,438
New +$201K 0.05% 253

Other funds holding STT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
ROTUOC
Regents of the University of California Oakland, California $4.36B AUM 33.89% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Balboa Wealth Partners's STT Position: Q2 2026 in Review

Balboa Wealth Partners opened a new position in State Street (STT) in Q2 2026: 1,324 shares worth $225K. The stake represents 0.03% of the portfolio and ranks #415 among its holdings. This is a return to the name: Balboa Wealth Partners previously reported a position in STT as recently as Q4 2025.

Balboa Wealth Partners first reported a position in STT in Q3 2024 and has held it in 4 quarters since. The position peaked at $315K in Q4 2025. 1,260 funds tracked by Wall St. Rank hold STT as of Q2 2026.

  • Balboa Wealth Partners held 1,324 shares of State Street worth $225K as of Q2 2026.
  • State Street was a new Balboa Wealth Partners position in Q2 2026.
  • State Street made up 0.03% of Balboa Wealth Partners's portfolio in Q2 2026, its #415 holding.
  • Balboa Wealth Partners first reported a position in State Street in Q3 2024 and has held it in 4 quarters since.
  • Balboa Wealth Partners's State Street position peaked at $315K in Q4 2025.
  • 1,260 funds tracked by Wall St. Rank held State Street as of Q2 2026.

Based on Balboa Wealth Partners's 13F filing for Q2 2026, filed 10 Aug 2026.