GoalVest Advisory
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GoalVest Advisory’s State Street STT Stock Holding History

GoalVest Advisory’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
Q3 		$10.5K Buy
60
+50
+500% +$9.25K ﹤0.01% 440
2026
Q2 		$1.7K Buy
+10
New +$1.54K ﹤0.01% 461
2022
Q2 		– Sell
-4
Closed – – 514
2022
Q1 		$0 Buy
+4
New +$370 ﹤0.01% 491

Other funds holding STT

Regents of the University of California
Regents of the University of California Oakland, California $6.64B AUM 23.46% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $127B AUM 33.25% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

GoalVest Advisory's STT Position: Q3 2026 in Review

GoalVest Advisory increased its State Street (STT) stake by 500% in Q3 2026, buying an estimated $9.25K and bringing the position to 60 shares worth $10.5K. The position accounts for ﹤0.01% of the portfolio, ranked #440.

GoalVest Advisory first reported a position in STT in Q1 2022 and has held it in 3 quarters since. 747 funds tracked by Wall St. Rank hold STT as of Q3 2026.

  • GoalVest Advisory held 60 shares of State Street worth $10.5K as of Q3 2026.
  • GoalVest Advisory bought 50 State Street shares in Q3 2026, an estimated $9.25K.
  • State Street made up ﹤0.01% of GoalVest Advisory's portfolio in Q3 2026, its #440 holding.
  • GoalVest Advisory first reported a position in State Street in Q1 2022 and has held it in 3 quarters since.
  • 747 funds tracked by Wall St. Rank held State Street as of Q3 2026.

Based on GoalVest Advisory's 13F filing for Q3 2026, filed 2 Oct 2026.