Center for Financial Planning’s State Street STT Stock Holding History

Center for Financial Planning’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	$136K	Hold	800	–	–	0.01%	207
2026 Q1	$101K	Hold	800	–	–	0.01%	233
2025 Q4	$103K	Hold	800	–	–	0.01%	225
2025 Q3	$92.8K	Hold	800	–	–	0.01%	234
2025 Q2	$85.1K	Hold	800	–	–	0.01%	234
2025 Q1	$71.6K	Hold	800	–	–	0.01%	247
2024 Q4	$78.5K	Hold	800	–	–	0.01%	218
2024 Q3	$70.8K	Hold	800	–	–	0.01%	217
2024 Q2	$59.2K	Hold	800	–	–	0.01%	216
2024 Q1	$61.9K	Hold	800	–	–	0.01%	216
2023 Q4	$62K	Hold	800	–	–	0.01%	201
2023 Q3	$53.6K	Hold	800	–	–	0.01%	208
2023 Q2	$58.5K	Hold	800	–	–	0.01%	206
2023 Q1	$60.6K	Hold	800	–	–	0.01%	197
2022 Q4	$62.1K	Hold	800	–	–	0.02%	199
2022 Q3	$49K	Hold	800	–	–	0.01%	211
2022 Q2	$49K	Hold	800	–	–	0.01%	221
2022 Q1	$70K	Hold	800	–	–	0.01%	203
2021 Q4	$74K	Hold	800	–	–	0.02%	195
2021 Q3	$68K	Buy	+800	New	+$69.6K	0.02%	191

Other funds holding STT

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Metropolis Capital Amersham, United Kingdom $3.45B AUM 1.26% 1-Year Est. Return

AAMU

AEGON Asset Management (UK) Edinburgh, United Kingdom $9.38B AUM 48.94% 1-Year Est. Return

CNAM

Campbell Newman Asset Management Milwaukee, Wisconsin $1.35B AUM 38.87% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

WCM

Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return

GGI

Godsey & Gibb Inc Richmond, Virginia $1.22B AUM 27.93% 1-Year Est. Return

Arbejdsmarkedets Tillaegspension Hilleroed $4.6B AUM

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

AIA

Allied Investment Advisors Billings, Montana $797M AUM 23.9% 1-Year Est. Return

Center for Financial Planning's STT Position: Q2 2026 in Review

Center for Financial Planning held its State Street (STT) position steady in Q2 2026 at 800 shares worth $136K. The position accounts for 0.01% of the portfolio, ranked #207.

Center for Financial Planning first reported a position in STT in Q3 2021 and has held it in 20 quarters since. 246 funds tracked by Wall St. Rank hold STT as of Q2 2026.

Center for Financial Planning held 800 shares of State Street worth $136K as of Q2 2026.
Center for Financial Planning left its State Street share count unchanged in Q2 2026.
State Street made up 0.01% of Center for Financial Planning's portfolio in Q2 2026, its #207 holding.
Center for Financial Planning first reported a position in State Street in Q3 2021 and has held it in 20 quarters since.
246 funds tracked by Wall St. Rank held State Street as of Q2 2026.

Based on Center for Financial Planning's 13F filing for Q2 2026, filed 21 Jul 2026.