Circle Wealth Management’s State Street STT Stock Holding History

Circle Wealth Management’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	$214K	Buy	+1,260	New	+$194K	﹤0.01%	250

Other funds holding STT

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 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 Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Circle Wealth Management's STT Position: Q2 2026 in Review

Circle Wealth Management opened a new position in State Street (STT) in Q2 2026: 1,260 shares worth $214K. The stake represents ﹤0.01% of the portfolio and ranks #250 among its holdings.

1,250 funds tracked by Wall St. Rank hold STT as of Q2 2026.

Circle Wealth Management held 1,260 shares of State Street worth $214K as of Q2 2026.
State Street was a new Circle Wealth Management position in Q2 2026.
State Street made up ﹤0.01% of Circle Wealth Management's portfolio in Q2 2026, its #250 holding.
1,250 funds tracked by Wall St. Rank held State Street as of Q2 2026.

Based on Circle Wealth Management's 13F filing for Q2 2026, filed 12 Aug 2026.