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Beaumont Financial Advisors’s State Street STT Stock Holding History

Beaumont Financial Advisors’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
2025
Q4 		– Sell
-3,382
Closed -$392K – 408
2025
Q3 		$392K Hold
3,382
– – 0.03% 271
2025
Q2 		$360K Sell
3,382
-18
-0.5% -$1.67K 0.03% 267
2025
Q1 		$304K Buy
3,400
+18
+0.5% +$1.72K 0.02% 287
2024
Q4 		$332K Buy
3,382
+3
+0.1% +$284 0.02% 276
2024
Q3 		$299K Hold
3,379
– – 0.02% 276
2024
Q2 		$250K Buy
3,379
+53
+2% +$3.95K 0.02% 303
2024
Q1 		$257K Hold
3,326
– – 0.02% 302
2023
Q4 		$258K Sell
3,326
-33
-1% -$2.3K 0.02% 289
2023
Q3 		$225K Sell
3,359
-18
-0.5% -$1.27K 0.02% 294
2023
Q2 		$247K Buy
3,377
+17
+0.5% +$1.22K 0.02% 296
2023
Q1 		$254K Sell
3,360
-100
-3% -$8.42K 0.03% 272
2022
Q4 		$268K Sell
3,460
-36
-1% -$2.65K 0.03% 271
2022
Q3 		$213K Sell
3,496
-7
-0.2% -$478 0.02% 287
2022
Q2 		$216K Buy
3,503
+4
+0.1% +$283 0.02% 285
2022
Q1 		$304K Buy
+3,499
New +$324K 0.02% 277
2014
Q1 		– Sell
-3,358
Closed -$246K – 152
2013
Q4 		$246K Hold
3,358
– – 0.02% 130
2013
Q3 		$221K Buy
3,358
+141
+4% +$9.65K 0.02% 135
2013
Q2 		$210K Buy
+3,217
New +$200K 0.02% 142

Other funds holding STT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
ROTUOC
Regents of the University of California Oakland, California $4.36B AUM 33.89% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 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

Beaumont Financial Advisors's STT Position: Q4 2025 in Review

Beaumont Financial Advisors sold out of State Street (STT) in Q4 2025, closing a stake of 3,382 shares — an estimated $392K sold.

Beaumont Financial Advisors first reported a position in STT in Q2 2013 and held it in 18 quarters. The position peaked at $392K in Q3 2025. 1,103 funds tracked by Wall St. Rank hold STT as of Q4 2025.

  • Beaumont Financial Advisors reported no remaining State Street position as of Q4 2025 after selling out during the quarter.
  • Beaumont Financial Advisors sold 3,382 State Street shares in Q4 2025, an estimated $392K.
  • Beaumont Financial Advisors first reported a position in State Street in Q2 2013 and held it in 18 quarters.
  • Beaumont Financial Advisors's State Street position peaked at $392K in Q3 2025.
  • 1,103 funds tracked by Wall St. Rank held State Street as of Q4 2025.

Based on Beaumont Financial Advisors's 13F filing for Q4 2025, filed 16 Jan 2026.