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Empirical Wealth Management’s State Street STT Stock Holding History

Empirical 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 		$4.98M Buy
29,361
+1,845
+7% +$284K 0.07% 159
2026
Q1 		$3.48M Buy
27,516
+1,961
+8% +$251K 0.06% 182
2025
Q4 		$3.3M Buy
25,555
+3,049
+14% +$365K 0.06% 190
2025
Q3 		$2.61M Buy
22,506
+429
+2% +$47.9K 0.05% 213
2025
Q2 		$2.35M Buy
22,077
+5,052
+30% +$467K 0.05% 214
2025
Q1 		$1.52M Buy
+17,025
New +$1.63M 0.04% 247

Other funds holding STT

Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
MC
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
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

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

Empirical Wealth Management increased its State Street (STT) stake by 6.7% in Q2 2026, buying an estimated $284K and bringing the position to 29,361 shares worth $4.98M. The position accounts for 0.07% of the portfolio, ranked #159.

Empirical Wealth Management first reported a position in STT in Q1 2025 and has held it in 6 quarters since. 255 funds tracked by Wall St. Rank hold STT as of Q2 2026.

  • Empirical Wealth Management held 29,361 shares of State Street worth $4.98M as of Q2 2026.
  • Empirical Wealth Management bought 1,845 State Street shares in Q2 2026, an estimated $284K.
  • State Street made up 0.07% of Empirical Wealth Management's portfolio in Q2 2026, its #159 holding.
  • Empirical Wealth Management first reported a position in State Street in Q1 2025 and has held it in 6 quarters since.
  • 255 funds tracked by Wall St. Rank held State Street as of Q2 2026.

Based on Empirical Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.