FA
STT icon

Fiduciary Alliance’s State Street STT Stock Holding History

Fiduciary Alliance’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 		$1.72M Sell
10,142
-675
-6% -$104K 0.12% 195
2026
Q1 		$1.54M Buy
10,817
+4,855
+81% +$621K 0.09% 214
2025
Q4 		$769K Buy
+5,962
New +$714K 0.05% 272

Other funds holding STT

Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
AAMU
AEGON Asset Management (UK) Edinburgh, United Kingdom $9.38B AUM 48.94% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return
GGI
Godsey & Gibb Inc Richmond, Virginia $1.22B AUM 27.93% 1-Year Est. Return
AT
Arbejdsmarkedets Tillaegspension Hilleroed $4.6B AUM
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
AIA
Allied Investment Advisors Billings, Montana $797M AUM 23.9% 1-Year Est. Return
BC
Burney Company Reston, Virginia $3.71B AUM 37.66% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Fiduciary Alliance's STT Position: Q2 2026 in Review

Fiduciary Alliance reduced its State Street (STT) stake by 6.2% in Q2 2026, selling an estimated $104K and leaving 10,142 shares worth $1.72M. The position accounts for 0.12% of the portfolio, ranked #195.

Fiduciary Alliance first reported a position in STT in Q4 2025 and has held it in 3 quarters since. 238 funds tracked by Wall St. Rank hold STT as of Q2 2026.

  • Fiduciary Alliance held 10,142 shares of State Street worth $1.72M as of Q2 2026.
  • Fiduciary Alliance sold 675 State Street shares in Q2 2026, an estimated $104K.
  • State Street made up 0.12% of Fiduciary Alliance's portfolio in Q2 2026, its #195 holding.
  • Fiduciary Alliance first reported a position in State Street in Q4 2025 and has held it in 3 quarters since.
  • 238 funds tracked by Wall St. Rank held State Street as of Q2 2026.

Based on Fiduciary Alliance's 13F filing for Q2 2026, filed 20 Jul 2026.