EFS
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Essex Financial Services’s State Street STT Stock Holding History

Essex Financial Services’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
Q1 		$404K Buy
3,194
+21
+0.7% +$2.69K 0.02% 519
2025
Q4 		$409K Buy
3,173
+116
+4% +$13.9K 0.02% 494
2025
Q3 		$355K Buy
3,057
+71
+2% +$7.92K 0.02% 523
2025
Q2 		$318K Sell
2,986
-23
-0.8% -$2.13K 0.02% 532
2025
Q1 		$269K Buy
3,009
+212
+8% +$20.3K 0.02% 521
2024
Q4 		$275K Buy
2,797
+11
+0.4% +$1.04K 0.02% 511
2024
Q3 		$250K Sell
2,786
-328
-11% -$27K 0.02% 539
2024
Q2 		$242K Buy
+3,114
New +$232K 0.02% 533
2022
Q2 		– Sell
-2,317
Closed -$202K – 524
2022
Q1 		$202K Buy
2,317
+5
+0.2% +$463 0.02% 486
2021
Q4 		$215K Buy
+2,312
New +$218K 0.02% 462
2018
Q3 		– Sell
-2,381
Closed -$222K – 301
2018
Q2 		$222K Sell
2,381
-127
-5% -$12.6K 0.05% 247
2018
Q1 		$250K Hold
2,508
– – 0.05% 295
2017
Q4 		$245K Hold
2,508
– – 0.06% 239
2017
Q3 		$240K Buy
2,508
+46
+2% +$4.28K 0.06% 239
2017
Q2 		$221K Buy
+2,462
New +$205K 0.05% 317
2015
Q4 		– Sell
-3,375
Closed -$227K – 330
2015
Q3 		$227K Hold
3,375
– – 0.06% 279
2015
Q2 		$260K Hold
3,375
– – 0.07% 260
2015
Q1 		$248K Sell
3,375
-600
-15% -$44.9K 0.06% 269
2014
Q4 		$312K Buy
3,975
+137
+4% +$10.3K 0.08% 231
2014
Q3 		$283K Hold
3,838
– – 0.08% 233
2014
Q2 		$258K Buy
3,838
+900
+31% +$59.2K 0.08% 248
2014
Q1 		$204K Hold
2,938
– – 0.07% 270
2013
Q4 		$216K Buy
+2,938
New +$206K 0.07% 253

Other funds holding STT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
ROTUOC
Regents of the University of California Oakland, California $3.01B AUM 11.91% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

Essex Financial Services's STT Position: Q1 2026 in Review

Essex Financial Services increased its State Street (STT) stake by 0.66% in Q1 2026, buying an estimated $2.69K and bringing the position to 3,194 shares worth $404K. The position accounts for 0.02% of the portfolio, ranked #519.

Essex Financial Services first reported a position in STT in Q4 2013 and has held it in 23 quarters since. The position peaked at $409K in Q4 2025. 1,129 funds tracked by Wall St. Rank hold STT as of Q1 2026.

  • Essex Financial Services held 3,194 shares of State Street worth $404K as of Q1 2026.
  • Essex Financial Services bought 21 State Street shares in Q1 2026, an estimated $2.69K.
  • State Street made up 0.02% of Essex Financial Services's portfolio in Q1 2026, its #519 holding.
  • Essex Financial Services first reported a position in State Street in Q4 2013 and has held it in 23 quarters since.
  • Essex Financial Services's State Street position peaked at $409K in Q4 2025.
  • 1,129 funds tracked by Wall St. Rank held State Street as of Q1 2026.

Based on Essex Financial Services's 13F filing for Q1 2026, filed 24 Apr 2026.