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Evolve Private Wealth’s State Street STT Stock Holding History

Evolve Private Wealth’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 		$440K Buy
3,477
+482
+16% +$61.6K 0.02% 631
2025
Q4 		$386K Buy
+2,995
New +$359K 0.02% 633

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

Evolve Private Wealth's STT Position: Q1 2026 in Review

Evolve Private Wealth increased its State Street (STT) stake by 16% in Q1 2026, buying an estimated $61.6K and bringing the position to 3,477 shares worth $440K. The position accounts for 0.02% of the portfolio, ranked #631.

Evolve Private Wealth first reported a position in STT in Q4 2025 and has held it in 2 quarters since. 1,129 funds tracked by Wall St. Rank hold STT as of Q1 2026.

  • Evolve Private Wealth held 3,477 shares of State Street worth $440K as of Q1 2026.
  • Evolve Private Wealth bought 482 State Street shares in Q1 2026, an estimated $61.6K.
  • State Street made up 0.02% of Evolve Private Wealth's portfolio in Q1 2026, its #631 holding.
  • Evolve Private Wealth first reported a position in State Street in Q4 2025 and has held it in 2 quarters since.
  • 1,129 funds tracked by Wall St. Rank held State Street as of Q1 2026.

Based on Evolve Private Wealth's 13F filing for Q1 2026, filed 16 Apr 2026.