FFA
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Farther Finance Advisors’s State Street STT Stock Holding History

Farther Finance Advisors’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 		$4.61M Buy
26,394
+791
+3% +$146K 0.03% 459
2026
Q2 		$4.34M Sell
25,603
-823
-3% -$127K 0.03% 444
2026
Q1 		$3.39M Sell
26,426
-741
-3% -$94.8K 0.03% 462
2025
Q4 		$3.5M Buy
27,167
+8,960
+49% +$1.07M 0.04% 404
2025
Q3 		$2.11M Buy
18,207
+3,180
+21% +$355K 0.03% 442
2025
Q2 		$1.6M Buy
15,027
+12,175
+427% +$1.13M 0.03% 433
2025
Q1 		$253K Sell
2,852
-566
-17% -$54.1K 0.01% 1126
2024
Q4 		$335K Buy
3,418
+19
+0.6% +$1.8K 0.01% 759
2024
Q3 		$301K Buy
3,399
+1,656
+95% +$137K 0.01% 826
2024
Q2 		$128K Sell
1,743
-27
-2% -$2.01K 0.01% 1024
2024
Q1 		$137K Buy
1,770
+31
+2% +$2.3K 0.01% 836
2023
Q4 		$135K Buy
1,739
+640
+58% +$44.6K 0.01% 690
2023
Q3 		$73.6K Buy
1,099
+673
+158% +$47.5K 0.01% 661
2023
Q2 		$31.2K Sell
426
-13
-3% -$935 0.01% 844
2023
Q1 		$33.2K Buy
439
+3
+0.7% +$253 0.01% 734
2022
Q4 		$33.8K Buy
+436
New +$32.1K 0.01% 583

Other funds holding STT

FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
ACM
Argent Capital Management St Louis, Missouri $3.14B AUM 31.36% 1-Year Est. Return
AIM
Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
VWM
Valley Wealth Managers Paramus, New Jersey $1.76B AUM 33.82% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return
CPBTD
Central Pacific Bank - Trust Division Honolulu, Hawaii $952M AUM 25.15% 1-Year Est. Return
LJHT
Laurie J. Hall Trustee $314M AUM 27.43% 1-Year Est. Return
NRS
Neville Rodie & Shaw New York $1.48B AUM 34.49% 1-Year Est. Return
SCI
Stableford Capital II Scottsdale, Arizona $288M AUM 21.3% 1-Year Est. Return

Farther Finance Advisors's STT Position: Q3 2026 in Review

Farther Finance Advisors increased its State Street (STT) stake by 3.1% in Q3 2026, buying an estimated $146K and bringing the position to 26,394 shares worth $4.61M. The position accounts for 0.03% of the portfolio, ranked #459.

Farther Finance Advisors first reported a position in STT in Q4 2022 and has held it in 16 quarters since. 58 funds tracked by Wall St. Rank hold STT as of Q3 2026.

  • Farther Finance Advisors held 26,394 shares of State Street worth $4.61M as of Q3 2026.
  • Farther Finance Advisors bought 791 State Street shares in Q3 2026, an estimated $146K.
  • State Street made up 0.03% of Farther Finance Advisors's portfolio in Q3 2026, its #459 holding.
  • Farther Finance Advisors first reported a position in State Street in Q4 2022 and has held it in 16 quarters since.
  • 58 funds tracked by Wall St. Rank held State Street as of Q3 2026.

Based on Farther Finance Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.