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 Q3	$230K	Sell	1,317 -7	-0.5%	-$1.3K	0.03%	419
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

Regents of the University of California Oakland, California $6.64B AUM 23.46% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $127B AUM 33.25% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

Balboa Wealth Partners's STT Position: Q3 2026 in Review

Balboa Wealth Partners reduced its State Street (STT) stake by 0.53% in Q3 2026, selling an estimated $1.3K and leaving 1,317 shares worth $230K. The position accounts for 0.03% of the portfolio, ranked #419.

Balboa Wealth Partners first reported a position in STT in Q3 2024 and has held it in 5 quarters since. The position peaked at $315K in Q4 2025. 718 funds tracked by Wall St. Rank hold STT as of Q3 2026.

Balboa Wealth Partners held 1,317 shares of State Street worth $230K as of Q3 2026.
Balboa Wealth Partners sold 7 State Street shares in Q3 2026, an estimated $1.3K.
State Street made up 0.03% of Balboa Wealth Partners's portfolio in Q3 2026, its #419 holding.
Balboa Wealth Partners first reported a position in State Street in Q3 2024 and has held it in 5 quarters since.
Balboa Wealth Partners's State Street position peaked at $315K in Q4 2025.
718 funds tracked by Wall St. Rank held State Street as of Q3 2026.

Based on Balboa Wealth Partners's 13F filing for Q3 2026, filed 20 Oct 2026.