Evelyn Partners’s State Street STT Stock Holding History

Evelyn 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 Q2	$460K	Buy	+2,715	New	+$419K	﹤0.01%	221

Other funds holding STT

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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 Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Evelyn Partners's STT Position: Q2 2026 in Review

Evelyn Partners opened a new position in State Street (STT) in Q2 2026: 2,715 shares worth $460K. The stake represents ﹤0.01% of the portfolio and ranks #221 among its holdings.

1,189 funds tracked by Wall St. Rank hold STT as of Q2 2026.

Evelyn Partners held 2,715 shares of State Street worth $460K as of Q2 2026.
State Street was a new Evelyn Partners position in Q2 2026.
State Street made up ﹤0.01% of Evelyn Partners's portfolio in Q2 2026, its #221 holding.
1,189 funds tracked by Wall St. Rank held State Street as of Q2 2026.

Based on Evelyn Partners's 13F filing for Q2 2026, filed 7 Aug 2026.