Golden State Wealth Management’s State Street STT Stock Holding History

Golden State Wealth 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
2026 Q1	$17.3K	Hold	136	–	–	﹤0.01%	948
2025 Q4	$17.5K	Hold	136	–	–	﹤0.01%	953
2025 Q3	$15.8K	Sell	136 -30	-18%	-$3.35K	﹤0.01%	975
2025 Q2	$17.7K	Hold	166	–	–	﹤0.01%	920
2025 Q1	$14.9K	Hold	166	–	–	﹤0.01%	887
2024 Q4	$16.3K	Buy	+166	New	+$15.7K	﹤0.01%	819
2020 Q2	–	Sell	-90	Closed	-$5K	–	811
2020 Q1	$5K	Buy	+90	New	+$6.25K	﹤0.01%	753
2019 Q4	–	Sell	-90	Closed	-$5K	–	819
2019 Q3	$5K	Hold	90	–	–	﹤0.01%	868
2019 Q2	$5K	Hold	90	–	–	﹤0.01%	882
2019 Q1	$6K	Buy	+90	New	+$6.24K	﹤0.01%	880

Other funds holding STT

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

ROTUOC

Regents of the University of California Oakland, California $3.01B AUM 11.91% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

Golden State Wealth Management's STT Position: Q1 2026 in Review

Golden State Wealth Management held its State Street (STT) position steady in Q1 2026 at 136 shares worth $17.3K. The position accounts for ﹤0.01% of the portfolio, ranked #948.

Golden State Wealth Management first reported a position in STT in Q1 2019 and has held it in 10 quarters since. The position peaked at $17.7K in Q2 2025. 1,129 funds tracked by Wall St. Rank hold STT as of Q1 2026.

Golden State Wealth Management held 136 shares of State Street worth $17.3K as of Q1 2026.
Golden State Wealth Management left its State Street share count unchanged in Q1 2026.
State Street made up ﹤0.01% of Golden State Wealth Management's portfolio in Q1 2026, its #948 holding.
Golden State Wealth Management first reported a position in State Street in Q1 2019 and has held it in 10 quarters since.
Golden State Wealth Management's State Street position peaked at $17.7K in Q2 2025.
1,129 funds tracked by Wall St. Rank held State Street as of Q1 2026.

Based on Golden State Wealth Management's 13F filing for Q1 2026, filed 28 Apr 2026.