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Financial Consulate’s State Street STT Stock Holding History

Financial Consulate’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 		$5.82K Buy
46
+26
+130% +$3.33K ﹤0.01% 757
2025
Q4 		$2.64K Hold
20
– – ﹤0.01% 843
2025
Q3 		$2.32K Buy
+20
New +$2.23K ﹤0.01% 757

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

Financial Consulate's STT Position: Q1 2026 in Review

Financial Consulate increased its State Street (STT) stake by 130% in Q1 2026, buying an estimated $3.33K and bringing the position to 46 shares worth $5.82K. The position accounts for ﹤0.01% of the portfolio, ranked #757.

Financial Consulate first reported a position in STT in Q3 2025 and has held it in 3 quarters since. 1,129 funds tracked by Wall St. Rank hold STT as of Q1 2026.

  • Financial Consulate held 46 shares of State Street worth $5.82K as of Q1 2026.
  • Financial Consulate bought 26 State Street shares in Q1 2026, an estimated $3.33K.
  • State Street made up ﹤0.01% of Financial Consulate's portfolio in Q1 2026, its #757 holding.
  • Financial Consulate first reported a position in State Street in Q3 2025 and has held it in 3 quarters since.
  • 1,129 funds tracked by Wall St. Rank held State Street as of Q1 2026.

Based on Financial Consulate's 13F filing for Q1 2026, filed 21 Apr 2026.