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BSW Wealth Partners’s State Street STT Stock Holding History

BSW Wealth Partners’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 		$363K Buy
2,141
+223
+12% +$34.4K 0.04% 223
2026
Q1 		$243K Buy
+1,918
New +$245K 0.03% 275

Other funds holding STT

Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
MC
Metropolis Capital Amersham, United Kingdom $3.45B AUM 1.26% 1-Year Est. Return
AAMU
AEGON Asset Management (UK) Edinburgh, United Kingdom $9.38B AUM 48.94% 1-Year Est. Return
CNAM
Campbell Newman Asset Management Milwaukee, Wisconsin $1.35B AUM 38.87% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return
GGI
Godsey & Gibb Inc Richmond, Virginia $1.22B AUM 27.93% 1-Year Est. Return
AT
Arbejdsmarkedets Tillaegspension Hilleroed $4.6B AUM
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
AIA
Allied Investment Advisors Billings, Montana $797M AUM 23.9% 1-Year Est. Return

BSW Wealth Partners's STT Position: Q2 2026 in Review

BSW Wealth Partners increased its State Street (STT) stake by 12% in Q2 2026, buying an estimated $34.4K and bringing the position to 2,141 shares worth $363K. The position accounts for 0.04% of the portfolio, ranked #223.

BSW Wealth Partners first reported a position in STT in Q1 2026 and has held it in 2 quarters since. 260 funds tracked by Wall St. Rank hold STT as of Q2 2026.

  • BSW Wealth Partners held 2,141 shares of State Street worth $363K as of Q2 2026.
  • BSW Wealth Partners bought 223 State Street shares in Q2 2026, an estimated $34.4K.
  • State Street made up 0.04% of BSW Wealth Partners's portfolio in Q2 2026, its #223 holding.
  • BSW Wealth Partners first reported a position in State Street in Q1 2026 and has held it in 2 quarters since.
  • 260 funds tracked by Wall St. Rank held State Street as of Q2 2026.

Based on BSW Wealth Partners's 13F filing for Q2 2026, filed 15 Jul 2026.