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Elevated Financial Group’s State Street STT Stock Holding History

Elevated Financial Group’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 		$272K Sell
1,602
-300
-16% -$46.3K 0.07% 110
2026
Q1 		$241K Sell
1,902
-215
-10% -$27.5K 0.08% 123
2025
Q4 		$273K Buy
+2,117
New +$254K 0.09% 114

Other funds holding STT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
ROTUOC
Regents of the University of California Oakland, California $4.36B AUM 33.89% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Elevated Financial Group's STT Position: Q2 2026 in Review

Elevated Financial Group reduced its State Street (STT) stake by 16% in Q2 2026, selling an estimated $46.3K and leaving 1,602 shares worth $272K. The position accounts for 0.07% of the portfolio, ranked #110.

Elevated Financial Group first reported a position in STT in Q4 2025 and has held it in 3 quarters since. The position peaked at $273K in Q4 2025. 1,250 funds tracked by Wall St. Rank hold STT as of Q2 2026.

  • Elevated Financial Group held 1,602 shares of State Street worth $272K as of Q2 2026.
  • Elevated Financial Group sold 300 State Street shares in Q2 2026, an estimated $46.3K.
  • State Street made up 0.07% of Elevated Financial Group's portfolio in Q2 2026, its #110 holding.
  • Elevated Financial Group first reported a position in State Street in Q4 2025 and has held it in 3 quarters since.
  • Elevated Financial Group's State Street position peaked at $273K in Q4 2025.
  • 1,250 funds tracked by Wall St. Rank held State Street as of Q2 2026.

Based on Elevated Financial Group's 13F filing for Q2 2026, filed 22 Jul 2026.