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 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 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

Chicago Partners Investment Group's STT Position: Q1 2026 in Review

Chicago Partners Investment Group increased its State Street (STT) stake by 25% in Q1 2026, buying an estimated $171K and bringing the position to 6,688 shares worth $1.02M. The position accounts for 0.02% of the portfolio, ranked #545.

Chicago Partners Investment Group first reported a position in STT in Q2 2017 and has held it in 11 quarters since. 1,129 funds tracked by Wall St. Rank hold STT as of Q1 2026.

Chicago Partners Investment Group held 6,688 shares of State Street worth $1.02M as of Q1 2026.
Chicago Partners Investment Group bought 1,337 State Street shares in Q1 2026, an estimated $171K.
State Street made up 0.02% of Chicago Partners Investment Group's portfolio in Q1 2026, its #545 holding.
Chicago Partners Investment Group first reported a position in State Street in Q2 2017 and has held it in 11 quarters since.
1,129 funds tracked by Wall St. Rank held State Street as of Q1 2026.

Based on Chicago Partners Investment Group's 13F filing for Q1 2026, filed 4 May 2026.