Cornerstone Advisory’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
Q1
$352K Buy
2,779
+43
+2% +$5.5K 0.03% 198
2025
Q4
$353K Buy
2,736
+30
+1% +$3.59K 0.03% 181
2025
Q3
$314K Buy
2,706
+36
+1% +$4.02K 0.03% 186
2025
Q2
$284K Hold
2,670
0.03% 194
2025
Q1
$242K Buy
2,670
+10
+0.4% +$955 0.03% 202
2024
Q4
$264K Buy
2,660
+93
+4% +$8.81K 0.03% 201
2024
Q3
$227K Buy
+2,567
New +$212K 0.03% 203
2022
Q2
Sell
-2,878
Closed -$251K 216
2022
Q1
$251K Buy
2,878
+4
+0.1% +$370 0.04% 196
2021
Q4
$267K Buy
+2,874
New +$271K 0.04% 219

Other funds holding STT

Cornerstone Advisory's STT Position: Q1 2026 in Review

Cornerstone Advisory increased its State Street (STT) stake by 1.6% in Q1 2026, buying an estimated $5.5K and bringing the position to 2,779 shares worth $352K. The position accounts for 0.03% of the portfolio, ranked #198.

Cornerstone Advisory first reported a position in STT in Q4 2021 and has held it in 9 quarters since. The position peaked at $353K in Q4 2025. 1,129 funds tracked by Wall St. Rank hold STT as of Q1 2026.

  • Cornerstone Advisory held 2,779 shares of State Street worth $352K as of Q1 2026.
  • Cornerstone Advisory bought 43 State Street shares in Q1 2026, an estimated $5.5K.
  • State Street made up 0.03% of Cornerstone Advisory's portfolio in Q1 2026, its #198 holding.
  • Cornerstone Advisory first reported a position in State Street in Q4 2021 and has held it in 9 quarters since.
  • Cornerstone Advisory's State Street position peaked at $353K in Q4 2025.
  • 1,129 funds tracked by Wall St. Rank held State Street as of Q1 2026.

Based on Cornerstone Advisory's 13F filing for Q1 2026, filed 4 May 2026.