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Congress Wealth Management’s State Street STT Stock Holding History

Congress 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
2025
Q2 		$394K Buy
3,703
+679
+22% +$62.8K ﹤0.01% 994
2025
Q1 		$271K Sell
3,024
-108
-3% -$10.3K ﹤0.01% 962
2024
Q4 		$307K Buy
+3,132
New +$297K ﹤0.01% 759

Other funds holding STT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return

Congress Wealth Management's STT Position: Q2 2025 in Review

Congress Wealth Management increased its State Street (STT) stake by 22% in Q2 2025, buying an estimated $62.8K and bringing the position to 3,703 shares worth $394K. The position accounts for ﹤0.01% of the portfolio, ranked #994.

Congress Wealth Management first reported a position in STT in Q4 2024 and has held it in 3 quarters since. 996 funds tracked by Wall St. Rank hold STT as of Q2 2025.

  • Congress Wealth Management held 3,703 shares of State Street worth $394K as of Q2 2025.
  • Congress Wealth Management bought 679 State Street shares in Q2 2025, an estimated $62.8K.
  • State Street made up ﹤0.01% of Congress Wealth Management's portfolio in Q2 2025, its #994 holding.
  • Congress Wealth Management first reported a position in State Street in Q4 2024 and has held it in 3 quarters since.
  • 996 funds tracked by Wall St. Rank held State Street as of Q2 2025.

Based on Congress Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.