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Dogwood Wealth Management’s State Street STT Stock Holding History

Dogwood Wealth Management’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 		$12.6K Buy
74
+7
+10% +$1.08K 0.01% 336
2026
Q1 		$8.48K Buy
67
+38
+131% +$4.86K ﹤0.01% 374
2025
Q4 		$3.74K Buy
29
+2
+7% +$239 ﹤0.01% 473
2025
Q3 		$3.13K Buy
27
+8
+42% +$893 ﹤0.01% 467
2025
Q2 		$2.08K Buy
19
+15
+375% +$1.39K ﹤0.01% 559
2025
Q1 		$358 Buy
+4
New +$382 ﹤0.01% 484
2024
Q3 		– Hold
0
– – – 372
2024
Q2 		– Hold
0
– – – 443
2024
Q1 		– Hold
0
– – – 437
2023
Q4 		– Hold
0
– – – 399

Other funds holding STT

Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 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
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
AT
Arbejdsmarkedets Tillaegspension Hilleroed $4.6B AUM
Swedbank
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
BC
Burney Company Reston, Virginia $3.71B AUM 37.66% 1-Year Est. Return

Dogwood Wealth Management's STT Position: Q2 2026 in Review

Dogwood Wealth Management increased its State Street (STT) stake by 10% in Q2 2026, buying an estimated $1.08K and bringing the position to 74 shares worth $12.6K. The position accounts for 0.01% of the portfolio, ranked #336.

Dogwood Wealth Management first reported a position in STT in Q1 2025 and has held it in 6 quarters since. 239 funds tracked by Wall St. Rank hold STT as of Q2 2026.

  • Dogwood Wealth Management held 74 shares of State Street worth $12.6K as of Q2 2026.
  • Dogwood Wealth Management bought 7 State Street shares in Q2 2026, an estimated $1.08K.
  • State Street made up 0.01% of Dogwood Wealth Management's portfolio in Q2 2026, its #336 holding.
  • Dogwood Wealth Management first reported a position in State Street in Q1 2025 and has held it in 6 quarters since.
  • 239 funds tracked by Wall St. Rank held State Street as of Q2 2026.

Based on Dogwood Wealth Management's 13F filing for Q2 2026, filed 6 Jul 2026.