Financial Consulate’s State Street STT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$8.14K Buy
48
+2
+4% +$308 ﹤0.01% 728
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

Financial Consulate's STT Position: Q2 2026 in Review

Financial Consulate increased its State Street (STT) stake by 4.3% in Q2 2026, buying an estimated $308 and bringing the position to 48 shares worth $8.14K. The position accounts for ﹤0.01% of the portfolio, ranked #728.

Financial Consulate first reported a position in STT in Q3 2025 and has held it in 4 quarters since. 1,257 funds tracked by Wall St. Rank hold STT as of Q2 2026.

  • Financial Consulate held 48 shares of State Street worth $8.14K as of Q2 2026.
  • Financial Consulate bought 2 State Street shares in Q2 2026, an estimated $308.
  • State Street made up ﹤0.01% of Financial Consulate's portfolio in Q2 2026, its #728 holding.
  • Financial Consulate first reported a position in State Street in Q3 2025 and has held it in 4 quarters since.
  • 1,257 funds tracked by Wall St. Rank held State Street as of Q2 2026.

Based on Financial Consulate's 13F filing for Q2 2026, filed 23 Jul 2026.