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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
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 $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
ROTUOC
Regents of the University of California Oakland, California $3.01B AUM 11.91% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

BCS Private Wealth Management's STT Position: Q1 2026 in Review

BCS Private Wealth Management held its State Street (STT) position steady in Q1 2026 at 2,718 shares worth $344K. The position accounts for 0.1% of the portfolio, ranked #141.

BCS Private Wealth Management first reported a position in STT in Q2 2025 and has held it in 4 quarters since. The position peaked at $351K in Q4 2025. 1,129 funds tracked by Wall St. Rank hold STT as of Q1 2026.

  • BCS Private Wealth Management held 2,718 shares of State Street worth $344K as of Q1 2026.
  • BCS Private Wealth Management left its State Street share count unchanged in Q1 2026.
  • State Street made up 0.1% of BCS Private Wealth Management's portfolio in Q1 2026, its #141 holding.
  • BCS Private Wealth Management first reported a position in State Street in Q2 2025 and has held it in 4 quarters since.
  • BCS Private Wealth Management's State Street position peaked at $351K in Q4 2025.
  • 1,129 funds tracked by Wall St. Rank held State Street as of Q1 2026.

Based on BCS Private Wealth Management's 13F filing for Q1 2026, filed 21 Apr 2026.