Claro Advisors’s State Street STT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q3
$278K Buy
1,594
+67
+4% +$12.4K 0.03% 421
2026
Q2
$259K Buy
+1,527
New +$235K 0.03% 447
2019
Q1
– Sell
-1,181
Closed -$99K – 830
2018
Q4
$99K Buy
+1,181
New +$84.6K 0.08% 230

Other funds holding STT

Claro Advisors's STT Position: Q3 2026 in Review

Claro Advisors increased its State Street (STT) stake by 4.4% in Q3 2026, buying an estimated $12.4K and bringing the position to 1,594 shares worth $278K. The position accounts for 0.03% of the portfolio, ranked #421.

Claro Advisors first reported a position in STT in Q4 2018 and has held it in 3 quarters since. 521 funds tracked by Wall St. Rank hold STT as of Q3 2026.

  • Claro Advisors held 1,594 shares of State Street worth $278K as of Q3 2026.
  • Claro Advisors bought 67 State Street shares in Q3 2026, an estimated $12.4K.
  • State Street made up 0.03% of Claro Advisors's portfolio in Q3 2026, its #421 holding.
  • Claro Advisors first reported a position in State Street in Q4 2018 and has held it in 3 quarters since.
  • 521 funds tracked by Wall St. Rank held State Street as of Q3 2026.

Based on Claro Advisors's 13F filing for Q3 2026, filed 2 Nov 2026.