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Capital Investment Advisors’s State Street STT Stock Holding History

Capital 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 		$408K Buy
2,408
+90
+4% +$13.9K 0.01% 570
2026
Q1 		$293K Buy
2,318
+67
+3% +$8.57K ﹤0.01% 621
2025
Q4 		$290K Buy
2,251
+26
+1% +$3.11K ﹤0.01% 610
2025
Q3 		$258K Buy
+2,225
New +$248K ﹤0.01% 632

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

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

Capital Investment Advisors increased its State Street (STT) stake by 3.9% in Q2 2026, buying an estimated $13.9K and bringing the position to 2,408 shares worth $408K. The position accounts for 0.01% of the portfolio, ranked #570.

Capital Investment Advisors first reported a position in STT in Q3 2025 and has held it in 4 quarters since. 1,260 funds tracked by Wall St. Rank hold STT as of Q2 2026.

  • Capital Investment Advisors held 2,408 shares of State Street worth $408K as of Q2 2026.
  • Capital Investment Advisors bought 90 State Street shares in Q2 2026, an estimated $13.9K.
  • State Street made up 0.01% of Capital Investment Advisors's portfolio in Q2 2026, its #570 holding.
  • Capital Investment Advisors first reported a position in State Street in Q3 2025 and has held it in 4 quarters since.
  • 1,260 funds tracked by Wall St. Rank held State Street as of Q2 2026.

Based on Capital Investment Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.