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Concurrent Investment Advisors’s State Street STT Stock Holding History

Concurrent Investment 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 		$1.87M Sell
11,028
-1,655
-13% -$255K 0.02% 741
2026
Q1 		$1.61M Sell
12,683
-2,504
-16% -$320K 0.02% 692
2025
Q4 		$1.96M Buy
+15,187
New +$1.82M 0.02% 580

Other funds holding STT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Concurrent Investment Advisors's STT Position: Q2 2026 in Review

Concurrent Investment Advisors reduced its State Street (STT) stake by 13% in Q2 2026, selling an estimated $255K and leaving 11,028 shares worth $1.87M. The position accounts for 0.02% of the portfolio, ranked #741.

Concurrent Investment Advisors first reported a position in STT in Q4 2025 and has held it in 3 quarters since. The position peaked at $1.96M in Q4 2025. 1,260 funds tracked by Wall St. Rank hold STT as of Q2 2026.

  • Concurrent Investment Advisors held 11,028 shares of State Street worth $1.87M as of Q2 2026.
  • Concurrent Investment Advisors sold 1,655 State Street shares in Q2 2026, an estimated $255K.
  • State Street made up 0.02% of Concurrent Investment Advisors's portfolio in Q2 2026, its #741 holding.
  • Concurrent Investment Advisors first reported a position in State Street in Q4 2025 and has held it in 3 quarters since.
  • Concurrent Investment Advisors's State Street position peaked at $1.96M in Q4 2025.
  • 1,260 funds tracked by Wall St. Rank held State Street as of Q2 2026.

Based on Concurrent Investment Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.