Essential Partners
STT icon

Essential Partners’s State Street STT Stock Holding History

Essential 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 		$76.8K Hold
440
– – 0.04% 495
2026
Q2 		$74.6K Hold
440
– – 0.03% 499
2026
Q1 		$55.7K Buy
440
+11
+3% +$1.41K 0.02% 572
2025
Q4 		$55.3K Buy
429
+22
+5% +$2.63K 0.02% 587
2025
Q3 		$47.2K Buy
+407
New +$45.4K 0.02% 606

Other funds holding STT

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
Metropolis Capital
Metropolis Capital Amersham, United Kingdom $3.63B AUM 2.9% 1-Year Est. Return
Campbell Newman Asset Management
Campbell Newman Asset Management Milwaukee, Wisconsin $1.33B AUM 26.63% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Wedge Capital Management
Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return
Godsey & Gibb Inc
Godsey & Gibb Inc Richmond, Virginia $1.21B AUM 18.94% 1-Year Est. Return
Vest Financial
Vest Financial Mclean, Virginia $9.5B AUM 22.78% 1-Year Est. Return
Allied Investment Advisors
Allied Investment Advisors Billings, Montana $1.06B AUM 16.89% 1-Year Est. Return

Essential Partners's STT Position: Q3 2026 in Review

Essential Partners held its State Street (STT) position steady in Q3 2026 at 440 shares worth $76.8K. The position accounts for 0.04% of the portfolio, ranked #495.

Essential Partners first reported a position in STT in Q3 2025 and has held it in 5 quarters since. 291 funds tracked by Wall St. Rank hold STT as of Q3 2026.

  • Essential Partners held 440 shares of State Street worth $76.8K as of Q3 2026.
  • Essential Partners left its State Street share count unchanged in Q3 2026.
  • State Street made up 0.04% of Essential Partners's portfolio in Q3 2026, its #495 holding.
  • Essential Partners first reported a position in State Street in Q3 2025 and has held it in 5 quarters since.
  • 291 funds tracked by Wall St. Rank held State Street as of Q3 2026.

Based on Essential Partners's 13F filing for Q3 2026, filed 14 Oct 2026.