Choice Wealth Advisors’s State Street STT Stock Holding History

Choice 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 Q3	$1.18M	Hold	6,750	–	–	0.41%	23
2026 Q2	$1.14M	Hold	6,750	–	–	0.4%	23
2026 Q1	$854K	Hold	6,750	–	–	0.34%	23
2025 Q4	$871K	Hold	6,750	–	–	0.34%	21
2025 Q3	$783K	Hold	6,750	–	–	0.34%	21
2025 Q2	$718K	Hold	6,750	–	–	0.32%	20
2025 Q1	$604K	Hold	6,750	–	–	0.31%	20
2024 Q4	$663K	Hold	6,750	–	–	0.34%	19
2024 Q3	$597K	Hold	6,750	–	–	0.3%	20
2024 Q2	$500K	Hold	6,750	–	–	0.26%	21
2024 Q1	$522K	Hold	6,750	–	–	0.32%	20
2023 Q4	$523K	Hold	6,750	–	–	0.32%	24
2023 Q3	$452K	Hold	6,750	–	–	0.32%	20
2023 Q2	$494K	Hold	6,750	–	–	0.34%	21
2023 Q1	$511K	Hold	6,750	–	–	0.37%	20
2022 Q4	$524K	Hold	6,750	–	–	0.39%	21
2022 Q3	$410K	Buy	+6,750	New	+$461K	0.34%	19
2022 Q2	–	Sell	-6,750	Closed	-$565K	–	51
2022 Q1	$565K	Hold	6,750	–	–	0.45%	16
2021 Q4	$628K	Hold	6,750	–	–	0.46%	16
2021 Q3	$572K	Hold	6,750	–	–	0.46%	16
2021 Q2	$555K	Hold	6,750	–	–	0.4%	18
2021 Q1	$567K	Hold	6,750	–	–	0.47%	14
2020 Q4	$491K	Buy	+6,750	New	+$458K	0.44%	16

Other funds holding STT

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return

Metropolis Capital Amersham, United Kingdom $3.63B AUM 4.56% 1-Year Est. Return

Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return

Godsey & Gibb Inc Richmond, Virginia $1.21B AUM 18.94% 1-Year Est. Return

Vest Financial Mclean, Virginia $9.5B AUM 22.78% 1-Year Est. Return

Allied Investment Advisors Billings, Montana $1.06B AUM 16.89% 1-Year Est. Return

Burney Company Reston, Virginia $3.66B AUM 27.59% 1-Year Est. Return

Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return

Argent Capital Management St Louis, Missouri $3.14B AUM 31.36% 1-Year Est. Return

Choice Wealth Advisors's STT Position: Q3 2026 in Review

Choice Wealth Advisors held its State Street (STT) position steady in Q3 2026 at 6,750 shares worth $1.18M. The position accounts for 0.41% of the portfolio, ranked #23.

Choice Wealth Advisors first reported a position in STT in Q4 2020 and has held it in 23 quarters since. 261 funds tracked by Wall St. Rank hold STT as of Q3 2026.

Choice Wealth Advisors held 6,750 shares of State Street worth $1.18M as of Q3 2026.
Choice Wealth Advisors left its State Street share count unchanged in Q3 2026.
State Street made up 0.41% of Choice Wealth Advisors's portfolio in Q3 2026, its #23 holding.
Choice Wealth Advisors first reported a position in State Street in Q4 2020 and has held it in 23 quarters since.
261 funds tracked by Wall St. Rank held State Street as of Q3 2026.

Based on Choice Wealth Advisors's 13F filing for Q3 2026, filed 16 Oct 2026.