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 Q3	$6.09M	Buy	34,885 +5,524	+19%	+$1.02M	0.08%	142
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

Regents of the University of California Oakland, California $6.64B AUM 23.46% 1-Year Est. Return

KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return

Metropolis Capital Amersham, United Kingdom $3.63B AUM 2.9% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Miller Howard Investments Kingston, New York $3.72B AUM 18.2% 1-Year Est. Return

STRS Ohio Columbus, Ohio $27.1B AUM 34.64% 1-Year Est. Return

Campbell Newman Asset Management Milwaukee, Wisconsin $1.33B AUM 26.63% 1-Year Est. Return

Verity & Verity Beaufort, South Carolina $1.5B AUM 28.12% 1-Year Est. Return

Empirical Wealth Management's STT Position: Q3 2026 in Review

Empirical Wealth Management increased its State Street (STT) stake by 19% in Q3 2026, buying an estimated $1.02M and bringing the position to 34,885 shares worth $6.09M. The position accounts for 0.08% of the portfolio, ranked #142.

Empirical Wealth Management first reported a position in STT in Q1 2025 and has held it in 7 quarters since. 476 funds tracked by Wall St. Rank hold STT as of Q3 2026.

Empirical Wealth Management held 34,885 shares of State Street worth $6.09M as of Q3 2026.
Empirical Wealth Management bought 5,524 State Street shares in Q3 2026, an estimated $1.02M.
State Street made up 0.08% of Empirical Wealth Management's portfolio in Q3 2026, its #142 holding.
Empirical Wealth Management first reported a position in State Street in Q1 2025 and has held it in 7 quarters since.
476 funds tracked by Wall St. Rank held State Street as of Q3 2026.

Based on Empirical Wealth Management's 13F filing for Q3 2026, filed 27 Oct 2026.