Fiduciary Alliance
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
Q3 		$1.7M Sell
9,733
-409
-4% -$75.7K 0.13% 165
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

KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Ferguson Wellman Capital Management
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
Metropolis Capital
Metropolis Capital Amersham, United Kingdom $3.63B AUM 2.9% 1-Year Est. Return
Campbell Newman Asset Management
Campbell Newman Asset Management Milwaukee, Wisconsin $1.33B AUM 26.63% 1-Year Est. Return
Verity & Verity
Verity & Verity Beaufort, South Carolina $1.5B AUM 28.12% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Wedge Capital Management
Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return
Godsey & Gibb Inc
Godsey & Gibb Inc Richmond, Virginia $1.21B AUM 18.94% 1-Year Est. Return
Vest Financial
Vest Financial Mclean, Virginia $9.5B AUM 22.78% 1-Year Est. Return

Fiduciary Alliance's STT Position: Q3 2026 in Review

Fiduciary Alliance reduced its State Street (STT) stake by 4% in Q3 2026, selling an estimated $75.7K and leaving 9,733 shares worth $1.7M. The position accounts for 0.13% of the portfolio, ranked #165.

Fiduciary Alliance first reported a position in STT in Q4 2025 and has held it in 4 quarters since. The position peaked at $1.72M in Q2 2026. 317 funds tracked by Wall St. Rank hold STT as of Q3 2026.

  • Fiduciary Alliance held 9,733 shares of State Street worth $1.7M as of Q3 2026.
  • Fiduciary Alliance sold 409 State Street shares in Q3 2026, an estimated $75.7K.
  • State Street made up 0.13% of Fiduciary Alliance's portfolio in Q3 2026, its #165 holding.
  • Fiduciary Alliance first reported a position in State Street in Q4 2025 and has held it in 4 quarters since.
  • Fiduciary Alliance's State Street position peaked at $1.72M in Q2 2026.
  • 317 funds tracked by Wall St. Rank held State Street as of Q3 2026.

Based on Fiduciary Alliance's 13F filing for Q3 2026, filed 13 Oct 2026.