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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
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 $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
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
ROTUOC
Regents of the University of California Oakland, California $3.01B AUM 11.91% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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

Capital Investment Advisors's STT Position: Q1 2026 in Review

Capital Investment Advisors increased its State Street (STT) stake by 3% in Q1 2026, buying an estimated $8.57K and bringing the position to 2,318 shares worth $293K. The position accounts for ﹤0.01% of the portfolio, ranked #621.

Capital Investment Advisors first reported a position in STT in Q3 2025 and has held it in 3 quarters since. 1,129 funds tracked by Wall St. Rank hold STT as of Q1 2026.

  • Capital Investment Advisors held 2,318 shares of State Street worth $293K as of Q1 2026.
  • Capital Investment Advisors bought 67 State Street shares in Q1 2026, an estimated $8.57K.
  • State Street made up ﹤0.01% of Capital Investment Advisors's portfolio in Q1 2026, its #621 holding.
  • Capital Investment Advisors first reported a position in State Street in Q3 2025 and has held it in 3 quarters since.
  • 1,129 funds tracked by Wall St. Rank held State Street as of Q1 2026.

Based on Capital Investment Advisors's 13F filing for Q1 2026, filed 16 Apr 2026.