Frank Rimerman Advisors’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
$382K Buy
2,250
+85
+4% +$13.1K 0.02% 461
2026
Q1
$274K Buy
2,165
+34
+2% +$4.35K 0.02% 518
2025
Q4
$275K Buy
2,131
+8
+0.4% +$958 0.02% 525
2025
Q3
$246K Buy
2,123
+68
+3% +$7.59K 0.02% 531
2025
Q2
$219K Sell
2,055
-384
-16% -$35.5K 0.01% 530
2025
Q1
$218K Sell
2,439
-237
-9% -$22.6K 0.02% 481
2024
Q4
$263K Buy
2,676
+240
+10% +$22.7K 0.02% 444
2024
Q3
$216K Buy
+2,436
New +$201K 0.02% 494

Other funds holding STT

Frank Rimerman Advisors's STT Position: Q2 2026 in Review

Frank Rimerman Advisors increased its State Street (STT) stake by 3.9% in Q2 2026, buying an estimated $13.1K and bringing the position to 2,250 shares worth $382K. The position accounts for 0.02% of the portfolio, ranked #461.

Frank Rimerman Advisors first reported a position in STT in Q3 2024 and has held it in 8 quarters since. 1,257 funds tracked by Wall St. Rank hold STT as of Q2 2026.

  • Frank Rimerman Advisors held 2,250 shares of State Street worth $382K as of Q2 2026.
  • Frank Rimerman Advisors bought 85 State Street shares in Q2 2026, an estimated $13.1K.
  • State Street made up 0.02% of Frank Rimerman Advisors's portfolio in Q2 2026, its #461 holding.
  • Frank Rimerman Advisors first reported a position in State Street in Q3 2024 and has held it in 8 quarters since.
  • 1,257 funds tracked by Wall St. Rank held State Street as of Q2 2026.

Based on Frank Rimerman Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.