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Cornerstone Planning Group’s State Street STT Stock Holding History

Cornerstone Planning Group’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 		$22.1K Buy
119
+1
+0.8% +$154 ﹤0.01% 646
2026
Q1 		$17.4K Buy
118
+43
+57% +$5.5K ﹤0.01% 715
2025
Q4 		$9.62K Buy
75
+67
+838% +$8.02K ﹤0.01% 810
2025
Q3 		$1.26K Sell
8
-51
-86% -$5.69K ﹤0.01% 1257
2025
Q2 		$6.49K Buy
59
+15
+34% +$1.39K ﹤0.01% 664
2025
Q1 		$3.76K Buy
44
+20
+83% +$1.91K ﹤0.01% 809
2024
Q4 		$2.41K Hold
24
– – ﹤0.01% 744
2024
Q3 		$2.23K Buy
24
+5
+26% +$412 ﹤0.01% 745
2024
Q2 		$1.47K Buy
+19
New +$1.42K ﹤0.01% 853

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 $3.37T AUM 44.26% 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

Cornerstone Planning Group's STT Position: Q2 2026 in Review

Cornerstone Planning Group increased its State Street (STT) stake by 0.85% in Q2 2026, buying an estimated $154 and bringing the position to 119 shares worth $22.1K. The position accounts for ﹤0.01% of the portfolio, ranked #646.

Cornerstone Planning Group first reported a position in STT in Q2 2024 and has held it in 9 quarters since. 1,257 funds tracked by Wall St. Rank hold STT as of Q2 2026.

  • Cornerstone Planning Group held 119 shares of State Street worth $22.1K as of Q2 2026.
  • Cornerstone Planning Group bought 1 State Street share in Q2 2026, an estimated $154.
  • State Street made up ﹤0.01% of Cornerstone Planning Group's portfolio in Q2 2026, its #646 holding.
  • Cornerstone Planning Group first reported a position in State Street in Q2 2024 and has held it in 9 quarters since.
  • 1,257 funds tracked by Wall St. Rank held State Street as of Q2 2026.

Based on Cornerstone Planning Group's 13F filing for Q2 2026, filed 29 Jul 2026.