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Harrell Investment Partners’s State Street STT Stock Holding History

Harrell Investment Partners’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 		$264K Buy
+1,557
New +$240K 0.06% 134
2026
Q1 		– Sell
-1,557
Closed -$201K – 147
2025
Q4 		$201K Buy
+1,557
New +$186K 0.05% 126

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AAMU
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CNAM
Campbell Newman Asset Management Milwaukee, Wisconsin $1.35B AUM 38.87% 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
AIA
Allied Investment Advisors Billings, Montana $797M AUM 23.9% 1-Year Est. Return
BC
Burney Company Reston, Virginia $3.71B AUM 37.66% 1-Year Est. Return

Harrell Investment Partners's STT Position: Q2 2026 in Review

Harrell Investment Partners opened a new position in State Street (STT) in Q2 2026: 1,557 shares worth $264K. The stake represents 0.06% of the portfolio and ranks #134 among its holdings. This is a return to the name: Harrell Investment Partners previously reported a position in STT as recently as Q4 2025.

Harrell Investment Partners first reported a position in STT in Q4 2025 and has held it in 2 quarters since. 239 funds tracked by Wall St. Rank hold STT as of Q2 2026.

  • Harrell Investment Partners held 1,557 shares of State Street worth $264K as of Q2 2026.
  • State Street was a new Harrell Investment Partners position in Q2 2026.
  • State Street made up 0.06% of Harrell Investment Partners's portfolio in Q2 2026, its #134 holding.
  • Harrell Investment Partners first reported a position in State Street in Q4 2025 and has held it in 2 quarters since.
  • 239 funds tracked by Wall St. Rank held State Street as of Q2 2026.

Based on Harrell Investment Partners's 13F filing for Q2 2026, filed 9 Jul 2026.