Drive Wealth Management’s State Street STT Stock Holding History

Drive 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	$322K	Sell	1,897 -9	-0.5%	-$1.39K	0.06%	287
2026 Q1	$241K	Buy	1,906 +36	+2%	+$4.6K	0.05%	301
2025 Q4	$241K	Buy	1,870 +10	+0.5%	+$1.2K	0.05%	315
2025 Q3	$216K	Buy	+1,860	New	+$208K	0.05%	322
2022 Q4	–	Sell	-8,662	Closed	-$532K	–	265
2022 Q3	$532K	Buy	8,662 +428	+5%	+$29.3K	0.51%	52
2022 Q2	$512K	Buy	+8,234	New	+$582K	0.47%	57

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

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

Drive Wealth Management reduced its State Street (STT) stake by 0.47% in Q2 2026, selling an estimated $1.39K and leaving 1,897 shares worth $322K. The position accounts for 0.06% of the portfolio, ranked #287.

Drive Wealth Management first reported a position in STT in Q2 2022 and has held it in 6 quarters since. The position peaked at $532K in Q3 2022. 257 funds tracked by Wall St. Rank hold STT as of Q2 2026.

Drive Wealth Management held 1,897 shares of State Street worth $322K as of Q2 2026.
Drive Wealth Management sold 9 State Street shares in Q2 2026, an estimated $1.39K.
State Street made up 0.06% of Drive Wealth Management's portfolio in Q2 2026, its #287 holding.
Drive Wealth Management first reported a position in State Street in Q2 2022 and has held it in 6 quarters since.
Drive Wealth Management's State Street position peaked at $532K in Q3 2022.
257 funds tracked by Wall St. Rank held State Street as of Q2 2026.

Based on Drive Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.