Cromwell Holdings’s State Street STT Stock Holding History

Cromwell Holdings’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	$162K	Buy	956 +36	+4%	+$5.55K	0.07%	253
2026 Q1	$116K	Buy	920 +6	+0.7%	+$767	0.07%	292
2025 Q4	$118K	Hold	914	–	–	0.06%	279
2025 Q3	$106K	Hold	914	–	–	0.06%	308
2025 Q2	$97.2K	Buy	914 +32	+4%	+$2.96K	0.06%	307
2025 Q1	$79K	Buy	882 +16	+2%	+$1.53K	0.05%	339
2024 Q4	$85K	Hold	866	–	–	0.05%	326
2024 Q3	$76.6K	Hold	866	–	–	0.05%	352
2024 Q2	$64.1K	Buy	+866	New	+$64.5K	0.04%	377

Other funds holding STT

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Metropolis Capital Amersham, United Kingdom $3.45B AUM 1.26% 1-Year Est. Return

AAMU

AEGON Asset Management (UK) Edinburgh, United Kingdom $9.38B AUM 48.94% 1-Year Est. Return

CNAM

Campbell Newman Asset Management Milwaukee, Wisconsin $1.35B AUM 38.87% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

WCM

Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return

GGI

Godsey & Gibb Inc Richmond, Virginia $1.22B AUM 27.93% 1-Year Est. Return

Arbejdsmarkedets Tillaegspension Hilleroed $4.6B AUM

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

AIA

Allied Investment Advisors Billings, Montana $797M AUM 23.9% 1-Year Est. Return

Cromwell Holdings's STT Position: Q2 2026 in Review

Cromwell Holdings increased its State Street (STT) stake by 3.9% in Q2 2026, buying an estimated $5.55K and bringing the position to 956 shares worth $162K. The position accounts for 0.07% of the portfolio, ranked #253.

Cromwell Holdings first reported a position in STT in Q2 2024 and has held it in 9 quarters since. 256 funds tracked by Wall St. Rank hold STT as of Q2 2026.

Cromwell Holdings held 956 shares of State Street worth $162K as of Q2 2026.
Cromwell Holdings bought 36 State Street shares in Q2 2026, an estimated $5.55K.
State Street made up 0.07% of Cromwell Holdings's portfolio in Q2 2026, its #253 holding.
Cromwell Holdings first reported a position in State Street in Q2 2024 and has held it in 9 quarters since.
256 funds tracked by Wall St. Rank held State Street as of Q2 2026.

Based on Cromwell Holdings's 13F filing for Q2 2026, filed 14 Jul 2026.