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Forvis Mazars Wealth Advisors’s State Street STT Stock Holding History

Forvis Mazars Wealth Advisors’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 		$974K Sell
7,693
-111
-1% -$14.2K 0.02% 211
2025
Q4 		$1.01M Sell
7,804
-159
-2% -$19K 0.02% 208
2025
Q3 		$924K Sell
7,963
-362
-4% -$40.4K 0.02% 216
2025
Q2 		$885K Sell
8,325
-69
-0.8% -$6.38K 0.02% 219
2025
Q1 		$751K Sell
8,394
-124
-1% -$11.8K 0.02% 231
2024
Q4 		$836K Sell
8,518
-135
-2% -$12.8K 0.02% 244
2024
Q3 		$765K Buy
8,653
+11
+0.1% +$907 0.02% 257
2024
Q2 		$639K Buy
8,642
+252
+3% +$18.8K 0.02% 256
2024
Q1 		$649K Sell
8,390
-408
-5% -$30.3K 0.02% 256
2023
Q4 		$681K Sell
8,798
-560
-6% -$39K 0.02% 244
2023
Q3 		$627K Sell
9,358
-3,989
-30% -$281K 0.02% 241
2023
Q2 		$977K Buy
13,347
+9,422
+240% +$677K 0.03% 216
2023
Q1 		$297K Buy
3,925
+3
+0.1% +$253 0.01% 339
2022
Q4 		$304K Hold
3,922
– – 0.01% 321
2022
Q3 		$239K Buy
3,922
+159
+4% +$10.9K 0.01% 352
2022
Q2 		$232K Buy
3,763
+523
+16% +$37K 0.01% 357
2022
Q1 		$282K Buy
3,240
+544
+20% +$50.4K 0.01% 250
2021
Q4 		$251K Buy
2,696
+7
+0.3% +$660 0.01% 257
2021
Q3 		$228K Buy
2,689
+149
+6% +$13K 0.01% 251
2021
Q2 		$209K Buy
+2,540
New +$214K 0.01% 257
2021
Q1 		– Sell
-3,243
Closed -$236K – 347
2020
Q4 		$236K Buy
+3,243
New +$220K 0.01% 329
2020
Q3 		– Sell
-3,748
Closed -$238K – 332
2020
Q2 		$238K Buy
+3,748
New +$226K 0.02% 275

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

Forvis Mazars Wealth Advisors's STT Position: Q1 2026 in Review

Forvis Mazars Wealth Advisors reduced its State Street (STT) stake by 1.4% in Q1 2026, selling an estimated $14.2K and leaving 7,693 shares worth $974K. The position accounts for 0.02% of the portfolio, ranked #211.

Forvis Mazars Wealth Advisors first reported a position in STT in Q2 2020 and has held it in 22 quarters since. The position peaked at $1.01M in Q4 2025. 1,129 funds tracked by Wall St. Rank hold STT as of Q1 2026.

  • Forvis Mazars Wealth Advisors held 7,693 shares of State Street worth $974K as of Q1 2026.
  • Forvis Mazars Wealth Advisors sold 111 State Street shares in Q1 2026, an estimated $14.2K.
  • State Street made up 0.02% of Forvis Mazars Wealth Advisors's portfolio in Q1 2026, its #211 holding.
  • Forvis Mazars Wealth Advisors first reported a position in State Street in Q2 2020 and has held it in 22 quarters since.
  • Forvis Mazars Wealth Advisors's State Street position peaked at $1.01M in Q4 2025.
  • 1,129 funds tracked by Wall St. Rank held State Street as of Q1 2026.

Based on Forvis Mazars Wealth Advisors's 13F filing for Q1 2026, filed 1 May 2026.