Freedom Investment Management’s State Street STT Stock Holding History

Freedom Investment Management’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
2025 Q3	–	Sell	-3,174	Closed	-$338K	–	635
2025 Q2	$338K	Sell	3,174 -517	-14%	-$47.8K	0.03%	560
2025 Q1	$330K	Buy	+3,691	New	+$353K	0.03%	560
2018 Q3	–	Sell	-12,898	Closed	-$1.2M	–	972
2018 Q2	$1.2M	Sell	12,898 -2,176	-14%	-$216K	0.07%	295
2018 Q1	$1.5M	Sell	15,074 -764	-5%	-$80.1K	0.08%	248
2017 Q4	$1.55M	Buy	15,838 +4,775	+43%	+$456K	0.08%	219
2017 Q3	$1.06M	Buy	+11,063	New	+$1.03M	0.06%	317
2017 Q2	–	Sell	-3,138	Closed	-$250K	–	1123
2017 Q1	$250K	Buy	+3,138	New	+$249K	0.01%	854

Other funds holding STT

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

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

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

JP Morgan Chase New York $1.81T AUM 41.13% 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

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

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Freedom Investment Management's STT Position: Q3 2025 in Review

Freedom Investment Management sold out of State Street (STT) in Q3 2025, closing a stake of 3,174 shares — an estimated $338K sold.

Freedom Investment Management first reported a position in STT in Q1 2017 and held it in 7 quarters. The position peaked at $1.55M in Q4 2017. 1,032 funds tracked by Wall St. Rank hold STT as of Q3 2025.

Freedom Investment Management reported no remaining State Street position as of Q3 2025 after selling out during the quarter.
Freedom Investment Management sold 3,174 State Street shares in Q3 2025, an estimated $338K.
Freedom Investment Management first reported a position in State Street in Q1 2017 and held it in 7 quarters.
Freedom Investment Management's State Street position peaked at $1.55M in Q4 2017.
1,032 funds tracked by Wall St. Rank held State Street as of Q3 2025.

Based on Freedom Investment Management's 13F filing for Q3 2025, filed 14 Nov 2025.