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Convergence Investment Partners’s State Street STT Stock Holding History

Convergence Investment Partners’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 		$5.34M Buy
42,185
+26,100
+162% +$3.34M 0.87% 26
2025
Q4 		$2.08M Sell
16,085
-441
-3% -$52.8K 0.41% 75
2025
Q3 		$1.92M Sell
16,526
-8
-0% -$893 0.43% 68
2025
Q2 		$1.76M Sell
16,534
-30
-0.2% -$2.77K 0.45% 71
2025
Q1 		$1.48M Buy
16,564
+600
+4% +$57.3K 0.41% 78
2024
Q4 		$1.57M Sell
15,964
-180
-1% -$17K 0.35% 103
2024
Q3 		$1.43M Sell
16,144
-356
-2% -$29.4K 0.39% 80
2024
Q2 		$1.22M Sell
16,500
-600
-4% -$44.7K 0.36% 80
2024
Q1 		$1.32M Buy
+17,100
New +$1.27M 0.51% 65
2023
Q3 		– Sell
-16,883
Closed -$1.24M – 189
2023
Q2 		$1.24M Buy
16,883
+1,522
+10% +$109K 0.71% 53
2023
Q1 		$1.16M Buy
+15,361
New +$1.29M 0.68% 51
2020
Q4 		– Sell
-28,716
Closed -$1.7M – 276
2020
Q3 		$1.7M Sell
28,716
-2,049
-7% -$133K 0.59% 45
2020
Q2 		$1.96M Sell
30,765
-3,338
-10% -$201K 0.67% 44
2020
Q1 		$1.82M Buy
+34,103
New +$2.37M 0.8% 34
2018
Q2 		– Sell
-36,780
Closed -$3.67M – 822
2018
Q1 		$3.67M Buy
+36,780
New +$3.85M 0.48% 66
2015
Q3 		– Sell
-118,679
Closed -$9.14M – 408
2015
Q2 		$9.14M Buy
118,679
+40,621
+52% +$3.16M 0.9% 16
2015
Q1 		$5.74M Buy
78,058
+50,875
+187% +$3.81M 0.8% 12
2014
Q4 		$2.13M Sell
27,183
-9,040
-25% -$678K 0.29% 128
2014
Q3 		$2.67M Buy
+36,223
New +$2.58M 0.37% 96

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

Convergence Investment Partners's STT Position: Q1 2026 in Review

Convergence Investment Partners increased its State Street (STT) stake by 162% in Q1 2026, buying an estimated $3.34M and bringing the position to 42,185 shares worth $5.34M. The position accounts for 0.87% of the portfolio, ranked #26.

Convergence Investment Partners first reported a position in STT in Q3 2014 and has held it in 19 quarters since. The position peaked at $9.14M in Q2 2015. 1,129 funds tracked by Wall St. Rank hold STT as of Q1 2026.

  • Convergence Investment Partners held 42,185 shares of State Street worth $5.34M as of Q1 2026.
  • Convergence Investment Partners bought 26,100 State Street shares in Q1 2026, an estimated $3.34M.
  • State Street made up 0.87% of Convergence Investment Partners's portfolio in Q1 2026, its #26 holding.
  • Convergence Investment Partners first reported a position in State Street in Q3 2014 and has held it in 19 quarters since.
  • Convergence Investment Partners's State Street position peaked at $9.14M in Q2 2015.
  • 1,129 funds tracked by Wall St. Rank held State Street as of Q1 2026.

Based on Convergence Investment Partners's 13F filing for Q1 2026, filed 7 May 2026.