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 Q2	$23.2K	Buy	137 +1	+0.7%	+$154	﹤0.01%	924
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	–	842
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 $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

Golden State Wealth Management's STT Position: Q2 2026 in Review

Golden State Wealth Management increased its State Street (STT) stake by 0.74% in Q2 2026, buying an estimated $154 and bringing the position to 137 shares worth $23.2K. The position accounts for ﹤0.01% of the portfolio, ranked #924.

Golden State Wealth Management first reported a position in STT in Q1 2019 and has held it in 11 quarters since. 1,257 funds tracked by Wall St. Rank hold STT as of Q2 2026.

Golden State Wealth Management held 137 shares of State Street worth $23.2K as of Q2 2026.
Golden State Wealth Management bought 1 State Street share in Q2 2026, an estimated $154.
State Street made up ﹤0.01% of Golden State Wealth Management's portfolio in Q2 2026, its #924 holding.
Golden State Wealth Management first reported a position in State Street in Q1 2019 and has held it in 11 quarters since.
1,257 funds tracked by Wall St. Rank held State Street as of Q2 2026.

Based on Golden State Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.