Shah Wealth Advisors, LLC’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
$241K Buy
+1,421
New +$219K 0.06% 76

Other funds holding STT

Shah Wealth Advisors, LLC's STT Position: Q2 2026 in Review

Shah Wealth Advisors, LLC opened a new position in State Street (STT) in Q2 2026: 1,421 shares worth $241K. The stake represents 0.06% of the portfolio and ranks #76 among its holdings.

763 funds tracked by Wall St. Rank hold STT as of Q2 2026.

  • Shah Wealth Advisors, LLC held 1,421 shares of State Street worth $241K as of Q2 2026.
  • State Street was a new Shah Wealth Advisors, LLC position in Q2 2026.
  • State Street made up 0.06% of Shah Wealth Advisors, LLC's portfolio in Q2 2026, its #76 holding.
  • 763 funds tracked by Wall St. Rank held State Street as of Q2 2026.

Based on Shah Wealth Advisors, LLC's 13F filing for Q2 2026, filed 7 Aug 2026.