Caerus Investment Advisors’s State Street STT Stock Holding History

Caerus 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	$224K	Buy	+1,318	New	+$203K	0.07%	280

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

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

Caerus Investment Advisors opened a new position in State Street (STT) in Q2 2026: 1,318 shares worth $224K. The stake represents 0.07% of the portfolio and ranks #280 among its holdings.

1,250 funds tracked by Wall St. Rank hold STT as of Q2 2026.

Caerus Investment Advisors held 1,318 shares of State Street worth $224K as of Q2 2026.
State Street was a new Caerus Investment Advisors position in Q2 2026.
State Street made up 0.07% of Caerus Investment Advisors's portfolio in Q2 2026, its #280 holding.
1,250 funds tracked by Wall St. Rank held State Street as of Q2 2026.

Based on Caerus Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.