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

CFS 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
Q2 		$340K Sell
1,989
-3
-0.2% -$463 0.02% 303
2026
Q1 		$290K Buy
1,992
+46
+2% +$5.88K 0.02% 317
2025
Q4 		$251K Buy
1,946
+58
+3% +$6.95K 0.02% 308
2025
Q3 		$219K Buy
+1,888
New +$211K 0.02% 327

Other funds holding STT

Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
MC
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
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
AT
Arbejdsmarkedets Tillaegspension Hilleroed $4.6B AUM
Swedbank
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

CFS Investment Advisory Services's STT Position: Q2 2026 in Review

CFS Investment Advisory Services reduced its State Street (STT) stake by 0.15% in Q2 2026, selling an estimated $463 and leaving 1,989 shares worth $340K. The position accounts for 0.02% of the portfolio, ranked #303.

CFS Investment Advisory Services first reported a position in STT in Q3 2025 and has held it in 4 quarters since. 252 funds tracked by Wall St. Rank hold STT as of Q2 2026.

  • CFS Investment Advisory Services held 1,989 shares of State Street worth $340K as of Q2 2026.
  • CFS Investment Advisory Services sold 3 State Street shares in Q2 2026, an estimated $463.
  • State Street made up 0.02% of CFS Investment Advisory Services's portfolio in Q2 2026, its #303 holding.
  • CFS Investment Advisory Services first reported a position in State Street in Q3 2025 and has held it in 4 quarters since.
  • 252 funds tracked by Wall St. Rank held State Street as of Q2 2026.

Based on CFS Investment Advisory Services's 13F filing for Q2 2026, filed 16 Jul 2026.