HB Wealth Management’s State Street STT Stock Holding History

HB 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	$2.33M	Buy	13,737 +540	+4%	+$83.3K	0.01%	435
2026 Q1	$1.67M	Buy	13,197 +1,447	+12%	+$185K	0.01%	480
2025 Q4	$1.52M	Buy	11,750 +663	+6%	+$79.4K	0.01%	491
2025 Q3	$1.29M	Buy	11,087 +2,640	+31%	+$295K	0.01%	540
2025 Q2	$898K	Buy	8,447 +22	+0.3%	+$2.04K	0.01%	564
2025 Q1	$754K	Buy	8,425 +2,944	+54%	+$281K	0.01%	627
2024 Q4	$538K	Buy	5,481 +401	+8%	+$38K	0.01%	599
2024 Q3	$449K	Buy	5,080 +374	+8%	+$30.8K	﹤0.01%	620
2024 Q2	$348K	Buy	4,706 +397	+9%	+$29.6K	﹤0.01%	658
2024 Q1	$333K	Buy	4,309 +140	+3%	+$10.4K	﹤0.01%	629
2023 Q4	$323K	Buy	4,169 +779	+23%	+$54.3K	﹤0.01%	589
2023 Q3	$227K	Buy	3,390 +181	+6%	+$12.8K	﹤0.01%	665
2023 Q2	$235K	Buy	3,209 +251	+8%	+$18K	﹤0.01%	623
2023 Q1	$224K	Sell	2,958 -279	-9%	-$23.5K	﹤0.01%	643
2022 Q4	$251K	Buy	+3,237	New	+$238K	﹤0.01%	575

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 $3.38T AUM 44.17% 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

HB Wealth Management's STT Position: Q2 2026 in Review

HB Wealth Management increased its State Street (STT) stake by 4.1% in Q2 2026, buying an estimated $83.3K and bringing the position to 13,737 shares worth $2.33M. The position accounts for 0.01% of the portfolio, ranked #435.

HB Wealth Management first reported a position in STT in Q4 2022 and has held it in 15 quarters since. 1,260 funds tracked by Wall St. Rank hold STT as of Q2 2026.

HB Wealth Management held 13,737 shares of State Street worth $2.33M as of Q2 2026.
HB Wealth Management bought 540 State Street shares in Q2 2026, an estimated $83.3K.
State Street made up 0.01% of HB Wealth Management's portfolio in Q2 2026, its #435 holding.
HB Wealth Management first reported a position in State Street in Q4 2022 and has held it in 15 quarters since.
1,260 funds tracked by Wall St. Rank held State Street as of Q2 2026.

Based on HB Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.