Focus Partners Wealth
STT icon

Focus Partners Wealth’s State Street STT Stock Holding History

Focus Partners Wealth’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 		$15.9M Buy
124,139
+14,475
+13% +$1.85M 0.02% 570
2025
Q4 		$14.1M Buy
109,664
+56,887
+108% +$6.81M 0.02% 586
2025
Q3 		$6.12M Buy
52,777
+3,195
+6% +$357K 0.01% 695
2025
Q2 		$5.27M Buy
49,582
+3,863
+8% +$357K 0.01% 659
2025
Q1 		$4.09M Sell
45,719
-1,065
-2% -$102K 0.01% 682
2024
Q4 		$4.59M Buy
46,784
+37,117
+384% +$3.51M 0.01% 630
2024
Q3 		$855K Sell
9,667
-79,157
-89% -$6.53M ﹤0.01% 984
2024
Q2 		$6.79M Buy
88,824
+46,160
+108% +$3.44M 0.02% 440
2024
Q1 		$3.3M Buy
42,664
+37,488
+724% +$2.78M 0.03% 407
2023
Q4 		$401K Buy
+5,176
New +$361K 0.01% 616

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

Focus Partners Wealth's STT Position: Q1 2026 in Review

Focus Partners Wealth increased its State Street (STT) stake by 13% in Q1 2026, buying an estimated $1.85M and bringing the position to 124,139 shares worth $15.9M. The position accounts for 0.02% of the portfolio, ranked #570.

Focus Partners Wealth first reported a position in STT in Q4 2023 and has held it in 10 quarters since. 1,129 funds tracked by Wall St. Rank hold STT as of Q1 2026.

  • Focus Partners Wealth held 124,139 shares of State Street worth $15.9M as of Q1 2026.
  • Focus Partners Wealth bought 14,475 State Street shares in Q1 2026, an estimated $1.85M.
  • State Street made up 0.02% of Focus Partners Wealth's portfolio in Q1 2026, its #570 holding.
  • Focus Partners Wealth first reported a position in State Street in Q4 2023 and has held it in 10 quarters since.
  • 1,129 funds tracked by Wall St. Rank held State Street as of Q1 2026.

Based on Focus Partners Wealth's 13F filing for Q1 2026, filed 15 May 2026.