CPIG
STT icon

Chicago Partners Investment Group’s State Street STT Stock Holding History

Chicago Partners Investment Group’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 		$1.44M Buy
7,825
+1,137
+17% +$175K 0.03% 494
2026
Q1 		$1.02M Buy
6,688
+1,337
+25% +$171K 0.02% 545
2025
Q4 		$675K Buy
5,351
+83
+2% +$9.94K 0.02% 605
2025
Q3 		$625K Buy
5,268
+1,743
+49% +$195K 0.02% 581
2025
Q2 		$390K Buy
3,525
+1,253
+55% +$116K 0.01% 711
2025
Q1 		$208K Buy
+2,272
New +$217K 0.01% 853
2018
Q4 		– Sell
-550
Closed -$37K – 838
2018
Q3 		$37K Buy
550
+29
+6% +$2.55K 0.01% 571
2018
Q2 		$48K Buy
521
+221
+74% +$21.9K 0.01% 493
2018
Q1 		$30K Buy
300
+48
+19% +$5.03K 0.01% 544
2017
Q4 		$25K Buy
252
+5
+2% +$478 ﹤0.01% 574
2017
Q3 		$24K Sell
247
-225
-48% -$21K ﹤0.01% 587
2017
Q2 		$39K Buy
+472
New +$39.3K 0.01% 421

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 $3.38T AUM 44.17% 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

Chicago Partners Investment Group's STT Position: Q2 2026 in Review

Chicago Partners Investment Group increased its State Street (STT) stake by 17% in Q2 2026, buying an estimated $175K and bringing the position to 7,825 shares worth $1.44M. The position accounts for 0.03% of the portfolio, ranked #494.

Chicago Partners Investment Group first reported a position in STT in Q2 2017 and has held it in 12 quarters since. 1,260 funds tracked by Wall St. Rank hold STT as of Q2 2026.

  • Chicago Partners Investment Group held 7,825 shares of State Street worth $1.44M as of Q2 2026.
  • Chicago Partners Investment Group bought 1,137 State Street shares in Q2 2026, an estimated $175K.
  • State Street made up 0.03% of Chicago Partners Investment Group's portfolio in Q2 2026, its #494 holding.
  • Chicago Partners Investment Group first reported a position in State Street in Q2 2017 and has held it in 12 quarters since.
  • 1,260 funds tracked by Wall St. Rank held State Street as of Q2 2026.

Based on Chicago Partners Investment Group's 13F filing for Q2 2026, filed 30 Jul 2026.