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CBIZ Investment Advisory Services’s State Street STT Stock Holding History

CBIZ Investment Advisory Services’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 		– Sell
-29
Closed -$3.74K – 697
2025
Q4 		$3.74K Hold
29
– – ﹤0.01% 561
2025
Q3 		$3.36K Buy
29
+5
+21% +$558 ﹤0.01% 513
2025
Q2 		$2.55K Buy
+24
New +$2.22K ﹤0.01% 520

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

CBIZ Investment Advisory Services's STT Position: Q1 2026 in Review

CBIZ Investment Advisory Services sold out of State Street (STT) in Q1 2026, closing a stake of 29 shares — an estimated $3.74K sold.

CBIZ Investment Advisory Services first reported a position in STT in Q2 2025 and held it in 3 quarters. The position peaked at $3.74K in Q4 2025. 1,129 funds tracked by Wall St. Rank hold STT as of Q1 2026.

  • CBIZ Investment Advisory Services reported no remaining State Street position as of Q1 2026 after selling out during the quarter.
  • CBIZ Investment Advisory Services sold 29 State Street shares in Q1 2026, an estimated $3.74K.
  • CBIZ Investment Advisory Services first reported a position in State Street in Q2 2025 and held it in 3 quarters.
  • CBIZ Investment Advisory Services's State Street position peaked at $3.74K in Q4 2025.
  • 1,129 funds tracked by Wall St. Rank held State Street as of Q1 2026.

Based on CBIZ Investment Advisory Services's 13F filing for Q1 2026, filed 12 May 2026.