Certuity’s State Street STT Stock Holding History

Certuity’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	$479K	Buy	3,785 +1,208	+47%	+$154K	0.03%	301
2025 Q4	$333K	Buy	2,577 +350	+16%	+$41.9K	0.02%	384
2025 Q3	$258K	Buy	+2,227	New	+$249K	0.02%	443

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

Certuity's STT Position: Q1 2026 in Review

Certuity increased its State Street (STT) stake by 47% in Q1 2026, buying an estimated $154K and bringing the position to 3,785 shares worth $479K. The position accounts for 0.03% of the portfolio, ranked #301.

Certuity 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.

Certuity held 3,785 shares of State Street worth $479K as of Q1 2026.
Certuity bought 1,208 State Street shares in Q1 2026, an estimated $154K.
State Street made up 0.03% of Certuity's portfolio in Q1 2026, its #301 holding.
Certuity 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 Certuity's 13F filing for Q1 2026, filed 11 May 2026.