Crewe Advisors’s State Street STT Stock Holding History

Crewe Advisors’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	$3.8K	Hold	30	–	–	﹤0.01%	821
2025 Q4	$3.87K	Hold	30	–	–	﹤0.01%	768
2025 Q3	$3.48K	Buy	+30	New	+$3.35K	﹤0.01%	772
2024 Q4	–	Sell	-56	Closed	-$4.96K	–	787
2024 Q3	$4.96K	Hold	56	–	–	﹤0.01%	584
2024 Q2	$4.14K	Sell	56 -39	-41%	-$2.91K	﹤0.01%	828
2024 Q1	$7.35K	Buy	+95	New	+$7.05K	﹤0.01%	667
2023 Q3	–	Sell	-13	Closed	-$952	–	872
2023 Q2	$952	Buy	+13	New	+$935	﹤0.01%	588
2022 Q4	–	Sell	-130	Closed	-$8K	–	1249
2022 Q3	$8K	Buy	130 +57	+78%	+$3.9K	﹤0.01%	734
2022 Q2	$5K	Buy	+73	New	+$5.16K	﹤0.01%	775
2021 Q3	–	Sell	-96	Closed	-$8K	–	457
2021 Q2	$8K	Hold	96	–	–	﹤0.01%	299
2021 Q1	$8K	Hold	96	–	–	﹤0.01%	322
2020 Q4	$7K	Sell	96 -58	-38%	-$3.94K	﹤0.01%	311
2020 Q3	$9K	Buy	+154	New	+$10K	﹤0.01%	267

Other funds holding STT

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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 Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

Crewe Advisors's STT Position: Q1 2026 in Review

Crewe Advisors held its State Street (STT) position steady in Q1 2026 at 30 shares worth $3.8K. The position accounts for ﹤0.01% of the portfolio, ranked #821.

Crewe Advisors first reported a position in STT in Q3 2020 and has held it in 13 quarters since. The position peaked at $9K in Q3 2020. 1,129 funds tracked by Wall St. Rank hold STT as of Q1 2026.

Crewe Advisors held 30 shares of State Street worth $3.8K as of Q1 2026.
Crewe Advisors left its State Street share count unchanged in Q1 2026.
State Street made up ﹤0.01% of Crewe Advisors's portfolio in Q1 2026, its #821 holding.
Crewe Advisors first reported a position in State Street in Q3 2020 and has held it in 13 quarters since.
Crewe Advisors's State Street position peaked at $9K in Q3 2020.
1,129 funds tracked by Wall St. Rank held State Street as of Q1 2026.

Based on Crewe Advisors's 13F filing for Q1 2026, filed 7 May 2026.