Elevation Wealth Partners
STT icon

Elevation Wealth Partners’s State Street STT Stock Holding History

Elevation Wealth Partners’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
Q3 		$56.9K Buy
326
+151
+86% +$27.9K 0.02% 352
2026
Q2 		$29.7K Buy
175
+106
+154% +$16.3K 0.01% 448
2026
Q1 		$8.73K Buy
69
+20
+41% +$2.56K ﹤0.01% 548
2025
Q4 		$6.32K Buy
49
+10
+26% +$1.2K ﹤0.01% 579
2025
Q3 		$4.52K Buy
+39
New +$4.35K ﹤0.01% 498

Other funds holding STT

Regents of the University of California
Regents of the University of California Oakland, California $6.64B AUM 23.46% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Ferguson Wellman Capital Management
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return

Elevation Wealth Partners's STT Position: Q3 2026 in Review

Elevation Wealth Partners increased its State Street (STT) stake by 86% in Q3 2026, buying an estimated $27.9K and bringing the position to 326 shares worth $56.9K. The position accounts for 0.02% of the portfolio, ranked #352.

Elevation Wealth Partners first reported a position in STT in Q3 2025 and has held it in 5 quarters since. 686 funds tracked by Wall St. Rank hold STT as of Q3 2026.

  • Elevation Wealth Partners held 326 shares of State Street worth $56.9K as of Q3 2026.
  • Elevation Wealth Partners bought 151 State Street shares in Q3 2026, an estimated $27.9K.
  • State Street made up 0.02% of Elevation Wealth Partners's portfolio in Q3 2026, its #352 holding.
  • Elevation Wealth Partners first reported a position in State Street in Q3 2025 and has held it in 5 quarters since.
  • 686 funds tracked by Wall St. Rank held State Street as of Q3 2026.

Based on Elevation Wealth Partners's 13F filing for Q3 2026, filed 7 Oct 2026.