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Evelyn Partners Investment Management’s State Street STT Stock Holding History

Evelyn Partners Investment 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
Q1 		$309K Hold
2,445
– – 0.01% 183
2025
Q4 		$315K Sell
2,445
-10
-0.4% -$1.2K 0.01% 182
2025
Q3 		$285K Hold
2,455
– – 0.01% 182
2025
Q2 		$261K Hold
2,455
– – 0.01% 182
2025
Q1 		$220K Hold
2,455
– – 0.01% 185
2024
Q4 		$241K Buy
+2,455
New +$232K 0.01% 184

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

Evelyn Partners Investment Management's STT Position: Q1 2026 in Review

Evelyn Partners Investment Management held its State Street (STT) position steady in Q1 2026 at 2,445 shares worth $309K. The position accounts for 0.01% of the portfolio, ranked #183.

Evelyn Partners Investment Management first reported a position in STT in Q4 2024 and has held it in 6 quarters since. The position peaked at $315K in Q4 2025. 1,130 funds tracked by Wall St. Rank hold STT as of Q1 2026.

  • Evelyn Partners Investment Management held 2,445 shares of State Street worth $309K as of Q1 2026.
  • Evelyn Partners Investment Management left its State Street share count unchanged in Q1 2026.
  • State Street made up 0.01% of Evelyn Partners Investment Management's portfolio in Q1 2026, its #183 holding.
  • Evelyn Partners Investment Management first reported a position in State Street in Q4 2024 and has held it in 6 quarters since.
  • Evelyn Partners Investment Management's State Street position peaked at $315K in Q4 2025.
  • 1,130 funds tracked by Wall St. Rank held State Street as of Q1 2026.

Based on Evelyn Partners Investment Management's 13F filing for Q1 2026, filed 15 May 2026.