Benjamin Edwards Inc’s State Street STT Stock Holding History

Benjamin Edwards Inc’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	$233K	Sell	1,373 -486	-26%	-$74.9K	﹤0.01%	1327
2026 Q1	$235K	Buy	+1,859	New	+$238K	﹤0.01%	1259
2023 Q2	–	Sell	-92	Closed	-$7K	–	720
2023 Q1	$7K	Buy	92 +1	+1%	+$84	﹤0.01%	611
2022 Q4	$7K	Buy	91 +1	+1%	+$74	﹤0.01%	621
2022 Q3	$5K	Buy	90 +1	+1%	+$68	﹤0.01%	617
2022 Q2	$5K	Buy	89 +1	+1%	+$71	﹤0.01%	625
2022 Q1	$8K	Sell	88 -128	-59%	-$11.9K	﹤0.01%	625
2021 Q4	$20K	Buy	+216	New	+$20.4K	0.01%	523

Other funds holding STT

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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 Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Benjamin Edwards Inc's STT Position: Q2 2026 in Review

Benjamin Edwards Inc reduced its State Street (STT) stake by 26% in Q2 2026, selling an estimated $74.9K and leaving 1,373 shares worth $233K. The position accounts for ﹤0.01% of the portfolio, ranked #1327.

Benjamin Edwards Inc first reported a position in STT in Q4 2021 and has held it in 8 quarters since. The position peaked at $235K in Q1 2026. 1,250 funds tracked by Wall St. Rank hold STT as of Q2 2026.

Benjamin Edwards Inc held 1,373 shares of State Street worth $233K as of Q2 2026.
Benjamin Edwards Inc sold 486 State Street shares in Q2 2026, an estimated $74.9K.
State Street made up ﹤0.01% of Benjamin Edwards Inc's portfolio in Q2 2026, its #1327 holding.
Benjamin Edwards Inc first reported a position in State Street in Q4 2021 and has held it in 8 quarters since.
Benjamin Edwards Inc's State Street position peaked at $235K in Q1 2026.
1,250 funds tracked by Wall St. Rank held State Street as of Q2 2026.

Based on Benjamin Edwards Inc's 13F filing for Q2 2026, filed 24 Jul 2026.