Diversify Advisory Services’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
Q3
$1.04M Sell
6,188
-2,268
-27% -$420K 0.02% 649
2026
Q2
$1.56M Buy
+8,456
New +$1.3M 0.03% 493
2025
Q4
– Sell
-2,180
Closed -$254K – 966
2025
Q3
$254K Sell
2,180
-311
-12% -$34.7K 0.01% 773
2025
Q2
$278K Buy
+2,491
New +$230K 0.01% 703
2025
Q1
– Sell
-5,462
Closed -$513K – 687
2024
Q4
$513K Sell
5,462
-1,267
-19% -$120K 0.03% 360
2024
Q3
$605K Sell
6,729
-3,437
-34% -$283K 0.03% 344
2024
Q2
$757K Sell
10,166
-1,924
-16% -$143K 0.04% 298
2024
Q1
$934K Buy
+12,090
New +$897K 0.06% 266

Other funds holding STT

Diversify Advisory Services's STT Position: Q3 2026 in Review

Diversify Advisory Services reduced its State Street (STT) stake by 27% in Q3 2026, selling an estimated $420K and leaving 6,188 shares worth $1.04M. The position accounts for 0.02% of the portfolio, ranked #649.

Diversify Advisory Services first reported a position in STT in Q1 2024 and has held it in 8 quarters since. The position peaked at $1.56M in Q2 2026. 261 funds tracked by Wall St. Rank hold STT as of Q3 2026.

  • Diversify Advisory Services held 6,188 shares of State Street worth $1.04M as of Q3 2026.
  • Diversify Advisory Services sold 2,268 State Street shares in Q3 2026, an estimated $420K.
  • State Street made up 0.02% of Diversify Advisory Services's portfolio in Q3 2026, its #649 holding.
  • Diversify Advisory Services first reported a position in State Street in Q1 2024 and has held it in 8 quarters since.
  • Diversify Advisory Services's State Street position peaked at $1.56M in Q2 2026.
  • 261 funds tracked by Wall St. Rank held State Street as of Q3 2026.

Based on Diversify Advisory Services's 13F filing for Q3 2026, filed 20 Oct 2026.