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Bell Investment Advisors’s State Street STT Stock Holding History

Bell Investment 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
2026
Q2 		$28K Hold
165
– – ﹤0.01% 395
2026
Q1 		$20.9K Hold
165
– – ﹤0.01% 442
2025
Q4 		$21.3K Buy
165
+14
+9% +$1.68K ﹤0.01% 430
2025
Q3 		$17.5K Sell
151
-6
-4% -$670 ﹤0.01% 449
2025
Q2 		$16.7K Buy
157
+49
+45% +$4.53K ﹤0.01% 477
2025
Q1 		$9.67K Hold
108
– – ﹤0.01% 620
2024
Q4 		$10.6K Buy
108
+6
+6% +$568 ﹤0.01% 581
2024
Q3 		$9.02K Sell
102
-2
-2% -$165 ﹤0.01% 663
2024
Q2 		$7.7K Hold
104
– – ﹤0.01% 717
2024
Q1 		$8.04K Sell
104
-7
-6% -$519 ﹤0.01% 677
2023
Q4 		$8.6K Sell
111
-30
-21% -$2.09K ﹤0.01% 621
2023
Q3 		$9.44K Buy
141
+31
+28% +$2.19K ﹤0.01% 532
2023
Q2 		$8.05K Hold
110
– – ﹤0.01% 598
2023
Q1 		$8.33K Buy
110
+11
+11% +$926 ﹤0.01% 551
2022
Q4 		$7.68K Buy
99
+7
+8% +$515 ﹤0.01% 591
2022
Q3 		$6K Buy
92
+2
+2% +$137 ﹤0.01% 617
2022
Q2 		$6K Buy
+90
New +$6.37K ﹤0.01% 651
2021
Q4 		$5K Hold
57
– – ﹤0.01% 800
2021
Q3 		$5K Buy
+57
New +$4.96K ﹤0.01% 738

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 $3.38T AUM 44.17% 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

Bell Investment Advisors's STT Position: Q2 2026 in Review

Bell Investment Advisors held its State Street (STT) position steady in Q2 2026 at 165 shares worth $28K. The position accounts for ﹤0.01% of the portfolio, ranked #395.

Bell Investment Advisors first reported a position in STT in Q3 2021 and has held it in 19 quarters since. 1,260 funds tracked by Wall St. Rank hold STT as of Q2 2026.

  • Bell Investment Advisors held 165 shares of State Street worth $28K as of Q2 2026.
  • Bell Investment Advisors left its State Street share count unchanged in Q2 2026.
  • State Street made up ﹤0.01% of Bell Investment Advisors's portfolio in Q2 2026, its #395 holding.
  • Bell Investment Advisors first reported a position in State Street in Q3 2021 and has held it in 19 quarters since.
  • 1,260 funds tracked by Wall St. Rank held State Street as of Q2 2026.

Based on Bell Investment Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.