First Heartland Consultants’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
Q1
Sell
-3,403
Closed -$439K 572
2025
Q4
$439K Hold
3,403
0.03% 320
2025
Q3
$395K Sell
3,403
-11
-0.3% -$1.23K 0.03% 339
2025
Q2
$363K Buy
3,414
+492
+17% +$45.5K 0.03% 339
2025
Q1
$262K Buy
+2,922
New +$279K 0.03% 372
2023
Q2
Sell
-7,135
Closed -$540K 399
2023
Q1
$540K Buy
7,135
+1,074
+18% +$90.5K 0.08% 186
2022
Q4
$470K Sell
6,061
-3,297
-35% -$243K 0.08% 203
2022
Q3
$569 Buy
9,358
+283
+3% +$19.3K 0.05% 171
2022
Q2
$559K Buy
+9,075
New +$642K 0.09% 176

Other funds holding STT

First Heartland Consultants's STT Position: Q1 2026 in Review

First Heartland Consultants sold out of State Street (STT) in Q1 2026, closing a stake of 3,403 shares — an estimated $439K sold.

First Heartland Consultants first reported a position in STT in Q2 2022 and held it in 8 quarters. The position peaked at $559K in Q2 2022. 1,129 funds tracked by Wall St. Rank hold STT as of Q1 2026.

  • First Heartland Consultants reported no remaining State Street position as of Q1 2026 after selling out during the quarter.
  • First Heartland Consultants sold 3,403 State Street shares in Q1 2026, an estimated $439K.
  • First Heartland Consultants first reported a position in State Street in Q2 2022 and held it in 8 quarters.
  • First Heartland Consultants's State Street position peaked at $559K in Q2 2022.
  • 1,129 funds tracked by Wall St. Rank held State Street as of Q1 2026.

Based on First Heartland Consultants's 13F filing for Q1 2026, filed 8 Apr 2026.