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EP Wealth Advisors’s State Street STT Stock Holding History

EP Wealth Advisors’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 		$1.13M Buy
6,660
+645
+11% +$99.5K ﹤0.01% 714
2026
Q1 		$761K Sell
6,015
-1,835
-23% -$235K ﹤0.01% 728
2025
Q4 		$1.01M Buy
+7,850
New +$940K 0.01% 618
2025
Q2 		$699K Buy
6,577
+3,255
+98% +$301K ﹤0.01% 658
2025
Q1 		$297K Buy
3,322
+10
+0.3% +$955 ﹤0.01% 915
2024
Q4 		$325K Sell
3,312
-168
-5% -$15.9K ﹤0.01% 839
2024
Q3 		$308K Buy
+3,480
New +$287K ﹤0.01% 850

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

EP Wealth Advisors's STT Position: Q2 2026 in Review

EP Wealth Advisors increased its State Street (STT) stake by 11% in Q2 2026, buying an estimated $99.5K and bringing the position to 6,660 shares worth $1.13M. The position accounts for ﹤0.01% of the portfolio, ranked #714.

EP Wealth Advisors first reported a position in STT in Q3 2024 and has held it in 7 quarters since. 1,250 funds tracked by Wall St. Rank hold STT as of Q2 2026.

  • EP Wealth Advisors held 6,660 shares of State Street worth $1.13M as of Q2 2026.
  • EP Wealth Advisors bought 645 State Street shares in Q2 2026, an estimated $99.5K.
  • State Street made up ﹤0.01% of EP Wealth Advisors's portfolio in Q2 2026, its #714 holding.
  • EP Wealth Advisors first reported a position in State Street in Q3 2024 and has held it in 7 quarters since.
  • 1,250 funds tracked by Wall St. Rank held State Street as of Q2 2026.

Based on EP Wealth Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.