FORA Capital’s State Street STT Stock Holding History

FORA Capital’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 Q2	$506K	Buy	+2,982	New	+$460K	0.03%	267
2025 Q4	–	Sell	-4,254	Closed	-$494K	–	642
2025 Q3	$494K	Buy	+4,254	New	+$475K	0.09%	286
2024 Q2	–	Sell	-27,425	Closed	-$2.12M	–	535
2024 Q1	$2.12M	Buy	27,425 +23,199	+549%	+$1.72M	0.17%	152
2023 Q4	$327K	Sell	4,226 -7,316	-63%	-$510K	0.03%	381
2023 Q3	$773K	Buy	+11,542	New	+$814K	0.07%	275
2023 Q2	–	Sell	-43,651	Closed	-$3.3M	–	602
2023 Q1	$3.3M	Buy	43,651 +19,490	+81%	+$1.64M	0.33%	94
2022 Q4	$1.87M	Buy	+24,161	New	+$1.78M	0.3%	90
2022 Q3	–	Sell	-23,514	Closed	-$1.45M	–	558
2022 Q2	$1.45M	Buy	+23,514	New	+$1.66M	0.29%	109
2021 Q1	–	Sell	-3,037	Closed	-$221K	–	1079
2020 Q4	$221K	Buy	+3,037	New	+$206K	0.03%	496
2020 Q2	–	Sell	-15,032	Closed	-$801K	–	1286
2020 Q1	$801K	Buy	+15,032	New	+$1.04M	0.17%	156

Other funds holding STT

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

ROTUOC

Regents of the University of California Oakland, California $4.36B AUM 33.89% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

FORA Capital's STT Position: Q2 2026 in Review

FORA Capital opened a new position in State Street (STT) in Q2 2026: 2,982 shares worth $506K. The stake represents 0.03% of the portfolio and ranks #267 among its holdings. This is a return to the name: FORA Capital previously reported a position in STT as recently as Q3 2025.

FORA Capital first reported a position in STT in Q1 2020 and has held it in 10 quarters since. The position peaked at $3.3M in Q1 2023. 1,257 funds tracked by Wall St. Rank hold STT as of Q2 2026.

FORA Capital held 2,982 shares of State Street worth $506K as of Q2 2026.
State Street was a new FORA Capital position in Q2 2026.
State Street made up 0.03% of FORA Capital's portfolio in Q2 2026, its #267 holding.
FORA Capital first reported a position in State Street in Q1 2020 and has held it in 10 quarters since.
FORA Capital's State Street position peaked at $3.3M in Q1 2023.
1,257 funds tracked by Wall St. Rank held State Street as of Q2 2026.

Based on FORA Capital's 13F filing for Q2 2026, filed 13 Aug 2026.