FSM Wealth Advisors’s State Street STT Stock Holding History

FSM 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 Q2	$213K	Buy	+1,254	New	+$193K	0.02%	331

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

FSM Wealth Advisors's STT Position: Q2 2026 in Review

FSM Wealth Advisors opened a new position in State Street (STT) in Q2 2026: 1,254 shares worth $213K. The stake represents 0.02% of the portfolio and ranks #331 among its holdings.

1,254 funds tracked by Wall St. Rank hold STT as of Q2 2026.

FSM Wealth Advisors held 1,254 shares of State Street worth $213K as of Q2 2026.
State Street was a new FSM Wealth Advisors position in Q2 2026.
State Street made up 0.02% of FSM Wealth Advisors's portfolio in Q2 2026, its #331 holding.
1,254 funds tracked by Wall St. Rank held State Street as of Q2 2026.

Based on FSM Wealth Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.