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BCS Private Wealth Management’s State Street STT Stock Holding History

BCS Private 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 		$461K Hold
2,718
– – 0.14% 108
2026
Q1 		$344K Hold
2,718
– – 0.1% 141
2025
Q4 		$351K Hold
2,718
– – 0.12% 130
2025
Q3 		$315K Hold
2,718
– – 0.11% 128
2025
Q2 		$289K Buy
+2,718
New +$251K 0.11% 132

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

BCS Private Wealth Management's STT Position: Q2 2026 in Review

BCS Private Wealth Management held its State Street (STT) position steady in Q2 2026 at 2,718 shares worth $461K. The position accounts for 0.14% of the portfolio, ranked #108.

BCS Private Wealth Management first reported a position in STT in Q2 2025 and has held it in 5 quarters since. 1,257 funds tracked by Wall St. Rank hold STT as of Q2 2026.

  • BCS Private Wealth Management held 2,718 shares of State Street worth $461K as of Q2 2026.
  • BCS Private Wealth Management left its State Street share count unchanged in Q2 2026.
  • State Street made up 0.14% of BCS Private Wealth Management's portfolio in Q2 2026, its #108 holding.
  • BCS Private Wealth Management first reported a position in State Street in Q2 2025 and has held it in 5 quarters since.
  • 1,257 funds tracked by Wall St. Rank held State Street as of Q2 2026.

Based on BCS Private Wealth Management's 13F filing for Q2 2026, filed 31 Jul 2026.