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Crestwood Advisors Group’s State Street STT Stock Holding History

Crestwood Advisors 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
2025
Q1 		– Sell
-12,000
Closed -$1.18M – 513
2024
Q4 		$1.18M Hold
12,000
– – 0.02% 232
2024
Q3 		$1.06M Buy
+12,000
New +$989K 0.02% 229

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

Crestwood Advisors Group's STT Position: Q1 2026 in Review

Crestwood Advisors Group increased its State Street (STT) stake by 4.1% in Q1 2026, buying an estimated $109K and bringing the position to 21,369 shares worth $2.7M. The position accounts for 0.05% of the portfolio, ranked #200.

Crestwood Advisors Group first reported a position in STT in Q2 2013 and has held it in 52 quarters since. The position peaked at $63.1M in Q4 2021. 1,129 funds tracked by Wall St. Rank hold STT as of Q1 2026.

  • Crestwood Advisors Group held 21,369 shares of State Street worth $2.7M as of Q1 2026.
  • Crestwood Advisors Group bought 849 State Street shares in Q1 2026, an estimated $109K.
  • State Street made up 0.05% of Crestwood Advisors Group's portfolio in Q1 2026, its #200 holding.
  • Crestwood Advisors Group first reported a position in State Street in Q2 2013 and has held it in 52 quarters since.
  • Crestwood Advisors Group's State Street position peaked at $63.1M in Q4 2021.
  • 1,129 funds tracked by Wall St. Rank held State Street as of Q1 2026.

Based on Crestwood Advisors Group's 13F filing for Q1 2026, filed 5 May 2026.