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
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: Q2 2026 in Review

Claro Advisors opened a new position in State Street (STT) in Q2 2026: 1,527 shares worth $259K. The stake represents 0.03% of the portfolio and ranks #447 among its holdings. This is a return to the name: Claro Advisors previously reported a position in STT as recently as Q4 2018.

Claro Advisors first reported a position in STT in Q4 2018 and has held it in 2 quarters since. 1,258 funds tracked by Wall St. Rank hold STT as of Q2 2026.

  • Claro Advisors held 1,527 shares of State Street worth $259K as of Q2 2026.
  • State Street was a new Claro Advisors position in Q2 2026.
  • State Street made up 0.03% of Claro Advisors's portfolio in Q2 2026, its #447 holding.
  • Claro Advisors first reported a position in State Street in Q4 2018 and has held it in 2 quarters since.
  • 1,258 funds tracked by Wall St. Rank held State Street as of Q2 2026.

Based on Claro Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.