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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
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

AAMU
AEGON Asset Management (UK) Edinburgh, United Kingdom $9.38B AUM 48.94% 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
BC
Burney Company Reston, Virginia $3.71B AUM 37.66% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
ACM
Argent Capital Management St Louis, Missouri $3.17B AUM 36.16% 1-Year Est. Return
WC
Woodstock Corp Boston, Massachusetts $1.2B AUM 26.37% 1-Year Est. Return

Choice Wealth Advisors's STT Position: Q2 2026 in Review

Choice Wealth Advisors held its State Street (STT) position steady in Q2 2026 at 6,750 shares worth $1.14M. The position accounts for 0.4% of the portfolio, ranked #23.

Choice Wealth Advisors first reported a position in STT in Q4 2020 and has held it in 22 quarters since. 186 funds tracked by Wall St. Rank hold STT as of Q2 2026.

  • Choice Wealth Advisors held 6,750 shares of State Street worth $1.14M as of Q2 2026.
  • Choice Wealth Advisors left its State Street share count unchanged in Q2 2026.
  • State Street made up 0.4% of Choice Wealth Advisors's portfolio in Q2 2026, its #23 holding.
  • Choice Wealth Advisors first reported a position in State Street in Q4 2020 and has held it in 22 quarters since.
  • 186 funds tracked by Wall St. Rank held State Street as of Q2 2026.

Based on Choice Wealth Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.