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Capital A Wealth Management’s State Street STT Stock Holding History

Capital A Wealth Management’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
Q2 		– Sell
-6
Closed -$537 – 791
2025
Q1 		$537 Buy
+6
New +$573 ﹤0.01% 622

Other funds holding STT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return

Capital A Wealth Management's STT Position: Q2 2025 in Review

Capital A Wealth Management sold out of State Street (STT) in Q2 2025, closing a stake of 6 shares — an estimated $537 sold.

Capital A Wealth Management first reported a position in STT in Q1 2025 and held it in 1 quarter. The position peaked at $537 in Q1 2025. 992 funds tracked by Wall St. Rank hold STT as of Q2 2025.

  • Capital A Wealth Management reported no remaining State Street position as of Q2 2025 after selling out during the quarter.
  • Capital A Wealth Management sold 6 State Street shares in Q2 2025, an estimated $537.
  • Capital A Wealth Management first reported a position in State Street in Q1 2025 and held it in 1 quarter.
  • Capital A Wealth Management's State Street position peaked at $537 in Q1 2025.
  • 992 funds tracked by Wall St. Rank held State Street as of Q2 2025.

Based on Capital A Wealth Management's 13F filing for Q2 2025, filed 26 Sep 2025.