Halbert Hargrove Global Advisors’s State Street STT Stock Holding History

Halbert Hargrove Global 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 Q3	–	Sell	-10	Closed	-$1.78K	–	656
2026 Q2	$1.78K	Buy	+10	New	+$1.54K	﹤0.01%	398
2025 Q4	–	Sell	-11	Closed	-$1.28K	–	701
2025 Q3	$1.28K	Buy	+11	New	+$1.23K	﹤0.01%	641
2016 Q1	–	Sell	-3,399	Closed	-$226K	–	96
2015 Q4	$226K	Sell	3,399 -192	-5%	-$13.3K	0.1%	89
2015 Q3	$241K	Sell	3,591 -3,747	-51%	-$279K	0.12%	80
2015 Q2	$565K	Buy	7,338 +198	+3%	+$15.4K	0.14%	67
2015 Q1	$525K	Buy	7,140 +3,001	+73%	+$225K	0.17%	79
2014 Q4	$325K	Sell	4,139 -90	-2%	-$6.75K	0.16%	77
2014 Q3	$311K	Sell	4,229 -182	-4%	-$13K	0.09%	93
2014 Q2	$297K	Sell	4,411 -1	-0%	-$66	0.09%	87
2014 Q1	$307K	Sell	4,412 -334	-7%	-$23.1K	0.09%	82
2013 Q4	$348K	Buy	+4,746	New	+$332K	0.11%	70

Other funds holding STT

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return

Metropolis Capital Amersham, United Kingdom $3.63B AUM 4.56% 1-Year Est. Return

Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return

Godsey & Gibb Inc Richmond, Virginia $1.21B AUM 18.94% 1-Year Est. Return

Allied Investment Advisors Billings, Montana $1.06B AUM 16.89% 1-Year Est. Return

Burney Company Reston, Virginia $3.66B AUM 27.59% 1-Year Est. Return

Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return

Argent Capital Management St Louis, Missouri $3.14B AUM 31.36% 1-Year Est. Return

Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return

Halbert Hargrove Global Advisors's STT Position: Q3 2026 in Review

Halbert Hargrove Global Advisors sold out of State Street (STT) in Q3 2026, closing a stake of 10 shares — an estimated $1.78K sold.

Halbert Hargrove Global Advisors first reported a position in STT in Q4 2013 and held it in 11 quarters. The position peaked at $565K in Q2 2015. 254 funds tracked by Wall St. Rank hold STT as of Q3 2026.

Halbert Hargrove Global Advisors reported no remaining State Street position as of Q3 2026 after selling out during the quarter.
Halbert Hargrove Global Advisors sold 10 State Street shares in Q3 2026, an estimated $1.78K.
Halbert Hargrove Global Advisors first reported a position in State Street in Q4 2013 and held it in 11 quarters.
Halbert Hargrove Global Advisors's State Street position peaked at $565K in Q2 2015.
254 funds tracked by Wall St. Rank held State Street as of Q3 2026.

Based on Halbert Hargrove Global Advisors's 13F filing for Q3 2026, filed 16 Oct 2026.