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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
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 $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
ROTUOC
Regents of the University of California Oakland, California $3.01B AUM 11.91% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

Concurrent Investment Advisors's STT Position: Q1 2026 in Review

Concurrent Investment Advisors reduced its State Street (STT) stake by 16% in Q1 2026, selling an estimated $320K and leaving 12,683 shares worth $1.61M. The position accounts for 0.02% of the portfolio, ranked #692.

Concurrent Investment Advisors first reported a position in STT in Q4 2025 and has held it in 2 quarters since. The position peaked at $1.96M in Q4 2025. 1,129 funds tracked by Wall St. Rank hold STT as of Q1 2026.

  • Concurrent Investment Advisors held 12,683 shares of State Street worth $1.61M as of Q1 2026.
  • Concurrent Investment Advisors sold 2,504 State Street shares in Q1 2026, an estimated $320K.
  • State Street made up 0.02% of Concurrent Investment Advisors's portfolio in Q1 2026, its #692 holding.
  • Concurrent Investment Advisors first reported a position in State Street in Q4 2025 and has held it in 2 quarters since.
  • Concurrent Investment Advisors's State Street position peaked at $1.96M in Q4 2025.
  • 1,129 funds tracked by Wall St. Rank held State Street as of Q1 2026.

Based on Concurrent Investment Advisors's 13F filing for Q1 2026, filed 21 Apr 2026.