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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
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

AAMU
AEGON Asset Management (UK) Edinburgh, United Kingdom $9.38B AUM 48.94% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return
GGI
Godsey & Gibb Inc Richmond, Virginia $1.22B AUM 27.93% 1-Year Est. Return
AT
Arbejdsmarkedets Tillaegspension Hilleroed $4.6B AUM
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
BC
Burney Company Reston, Virginia $3.71B AUM 37.66% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
ACM
Argent Capital Management St Louis, Missouri $3.17B AUM 36.16% 1-Year Est. Return
WC
Woodstock Corp Boston, Massachusetts $1.2B AUM 26.37% 1-Year Est. Return

GoalVest Advisory's STT Position: Q2 2026 in Review

GoalVest Advisory opened a new position in State Street (STT) in Q2 2026: 10 shares worth $1.7K. The stake represents ﹤0.01% of the portfolio and ranks #461 among its holdings. This is a return to the name: GoalVest Advisory previously reported a position in STT as recently as Q1 2022.

GoalVest Advisory first reported a position in STT in Q1 2022 and has held it in 2 quarters since. 182 funds tracked by Wall St. Rank hold STT as of Q2 2026.

  • GoalVest Advisory held 10 shares of State Street worth $1.7K as of Q2 2026.
  • State Street was a new GoalVest Advisory position in Q2 2026.
  • State Street made up ﹤0.01% of GoalVest Advisory's portfolio in Q2 2026, its #461 holding.
  • GoalVest Advisory first reported a position in State Street in Q1 2022 and has held it in 2 quarters since.
  • 182 funds tracked by Wall St. Rank held State Street as of Q2 2026.

Based on GoalVest Advisory's 13F filing for Q2 2026, filed 9 Jul 2026.