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
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: Q2 2026 in Review

Diversify Advisory Services opened a new position in State Street (STT) in Q2 2026: 8,456 shares worth $1.56M. The stake represents 0.03% of the portfolio and ranks #493 among its holdings. This is a return to the name: Diversify Advisory Services previously reported a position in STT as recently as Q3 2025.

Diversify Advisory Services first reported a position in STT in Q1 2024 and has held it in 7 quarters since. 1,257 funds tracked by Wall St. Rank hold STT as of Q2 2026.

  • Diversify Advisory Services held 8,456 shares of State Street worth $1.56M as of Q2 2026.
  • State Street was a new Diversify Advisory Services position in Q2 2026.
  • State Street made up 0.03% of Diversify Advisory Services's portfolio in Q2 2026, its #493 holding.
  • Diversify Advisory Services first reported a position in State Street in Q1 2024 and has held it in 7 quarters since.
  • 1,257 funds tracked by Wall St. Rank held State Street as of Q2 2026.

Based on Diversify Advisory Services's 13F filing for Q2 2026, filed 10 Aug 2026.