Capital Research Global Investors’s State Street STT Stock Holding History

Capital Research Global Investors’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	$55M	Sell	434,818 -247,177	-36%	-$31.6M	0.01%	350
2025 Q4	$88M	Buy	681,995 +55	+0%	+$6.59K	0.02%	311
2025 Q3	$79.1M	Hold	681,940	–	–	0.01%	312
2025 Q2	$72.5M	Sell	681,940 -78,060	-10%	-$7.22M	0.01%	316
2025 Q1	$68M	Sell	760,000 -154,141	-17%	-$14.7M	0.01%	334
2024 Q4	$89.7M	Buy	914,141 +20,825	+2%	+$1.97M	0.02%	312
2024 Q3	$79M	Buy	893,316 +16,250	+2%	+$1.34M	0.02%	304
2024 Q2	$64.9M	Buy	+877,066	New	+$65.4M	0.01%	316
2024 Q1	–	Sell	-602,643	Closed	-$46.7M	–	430
2023 Q4	$46.7M	Sell	602,643 -40	-0%	-$2.79K	0.01%	325
2023 Q3	$40.4M	Hold	602,683	–	–	0.01%	335
2023 Q2	$44.1M	Buy	602,683 +596	+0.1%	+$42.9K	0.01%	334
2023 Q1	$45.6M	Buy	602,087 +446	+0.1%	+$37.6K	0.01%	330
2022 Q4	$46.7M	Buy	601,641 +14	+0%	+$1.03K	0.01%	336
2022 Q3	$36.6M	Hold	601,627	–	–	0.01%	338
2022 Q2	$37.1M	Sell	601,627 -428	-0.1%	-$30.3K	0.01%	352
2022 Q1	$52.5M	Buy	602,055 +10	+0%	+$926	0.01%	361
2021 Q4	$56M	Sell	602,045 -1	-0%	-$94	0.01%	362
2021 Q3	$51M	Hold	602,046	–	–	0.01%	367
2021 Q2	$49.5M	Buy	602,046 +303	+0.1%	+$25.6K	0.01%	371
2021 Q1	$50.6M	Sell	601,743 -40	-0%	-$3.1K	0.01%	362
2020 Q4	$43.8M	Buy	601,783 +590	+0.1%	+$40K	0.01%	351
2020 Q3	$35.7M	Sell	601,193 -10	-0%	-$649	0.01%	344
2020 Q2	$38.2M	Hold	601,203	–	–	0.01%	337
2020 Q1	$32M	Buy	601,203 +11	+0%	+$764	0.01%	317
2019 Q4	$47.6M	Buy	601,192 +622	+0.1%	+$43.8K	0.01%	323
2019 Q3	$35.5M	Sell	600,570 -351,058	-37%	-$19.5M	0.01%	344
2019 Q2	$53.3M	Buy	951,628 +582	+0.1%	+$36.2K	0.02%	310
2019 Q1	$62.6M	Buy	951,046 +16	+0%	+$1.11K	0.02%	303
2018 Q4	$60M	Hold	951,030	–	–	0.02%	298
2018 Q3	$79.7M	Sell	951,030 -3	-0%	-$264	0.02%	302
2018 Q2	$88.5M	Buy	951,033 +200,033	+27%	+$19.8M	0.02%	302
2018 Q1	$74.9M	Hold	751,000	–	–	0.02%	315
2017 Q4	$73.3M	Hold	751,000	–	–	0.02%	302
2017 Q3	$71.8M	Hold	751,000	–	–	0.02%	308
2017 Q2	$67.4M	Hold	751,000	–	–	0.02%	319
2017 Q1	$59.8M	Sell	751,000 -5,018,006	-87%	-$398M	0.02%	324
2016 Q4	$448M	Buy	5,769,006 +32,999	+0.6%	+$2.48M	0.15%	148
2016 Q3	$399M	Sell	5,736,007 -1	-0%	-$65	0.13%	155
2016 Q2	$309M	Sell	5,736,008 -4,033,192	-41%	-$241M	0.11%	172
2016 Q1	$572M	Sell	9,769,200 -9,140,440	-48%	-$519M	0.2%	128
2015 Q4	$1.25B	Sell	18,909,640 -3,948,776	-17%	-$274M	0.43%	59
2015 Q3	$1.54B	Buy	22,858,416 +5,600,387	+32%	+$417M	0.55%	46
2015 Q2	$1.33B	Buy	17,258,029 +9,567,210	+124%	+$745M	0.44%	61
2015 Q1	$566M	Buy	7,690,819 +1,060,000	+16%	+$79.3M	0.19%	129
2014 Q4	$521M	Hold	6,630,819	–	–	0.18%	134
2014 Q3	$488M	Buy	6,630,819 +3,112,819	+88%	+$222M	0.17%	141
2014 Q2	$237M	Hold	3,518,000	–	–	0.08%	208
2014 Q1	$245M	Sell	3,518,000 -700,000	-17%	-$48.4M	0.09%	198
2013 Q4	$310M	Hold	4,218,000	–	–	0.11%	174
2013 Q3	$277M	Sell	4,218,000 -761,105	-15%	-$52.1M	0.11%	179
2013 Q2	$325M	Buy	+4,979,105	New	+$310M	0.14%	154

Other funds holding STT

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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 Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

Capital Research Global Investors's STT Position: Q1 2026 in Review

Capital Research Global Investors reduced its State Street (STT) stake by 36% in Q1 2026, selling an estimated $31.6M and leaving 434,818 shares worth $55M. The position accounts for 0.01% of the portfolio, ranked #350.

Capital Research Global Investors first reported a position in STT in Q2 2013 and has held it in 51 quarters since. The position peaked at $1.54B in Q3 2015. 1,129 funds tracked by Wall St. Rank hold STT as of Q1 2026.

Capital Research Global Investors held 434,818 shares of State Street worth $55M as of Q1 2026.
Capital Research Global Investors sold 247,177 State Street shares in Q1 2026, an estimated $31.6M.
State Street made up 0.01% of Capital Research Global Investors's portfolio in Q1 2026, its #350 holding.
Capital Research Global Investors first reported a position in State Street in Q2 2013 and has held it in 51 quarters since.
Capital Research Global Investors's State Street position peaked at $1.54B in Q3 2015.
1,129 funds tracked by Wall St. Rank held State Street as of Q1 2026.

Based on Capital Research Global Investors's 13F filing for Q1 2026, filed 13 May 2026.