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Cerro Pacific Wealth Advisors’s State Street STT Stock Holding History

Cerro Pacific Wealth 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 		$374K Sell
2,208
-327
-13% -$50.4K 0.08% 131
2026
Q1 		$321K Buy
+2,535
New +$324K 0.08% 127

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 $3.37T AUM 44.26% 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

Cerro Pacific Wealth Advisors's STT Position: Q2 2026 in Review

Cerro Pacific Wealth Advisors reduced its State Street (STT) stake by 13% in Q2 2026, selling an estimated $50.4K and leaving 2,208 shares worth $374K. The position accounts for 0.08% of the portfolio, ranked #131.

Cerro Pacific Wealth Advisors first reported a position in STT in Q1 2026 and has held it in 2 quarters since. 1,254 funds tracked by Wall St. Rank hold STT as of Q2 2026.

  • Cerro Pacific Wealth Advisors held 2,208 shares of State Street worth $374K as of Q2 2026.
  • Cerro Pacific Wealth Advisors sold 327 State Street shares in Q2 2026, an estimated $50.4K.
  • State Street made up 0.08% of Cerro Pacific Wealth Advisors's portfolio in Q2 2026, its #131 holding.
  • Cerro Pacific Wealth Advisors first reported a position in State Street in Q1 2026 and has held it in 2 quarters since.
  • 1,254 funds tracked by Wall St. Rank held State Street as of Q2 2026.

Based on Cerro Pacific Wealth Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.