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HFM Investment Advisors’s State Street STT Stock Holding History

HFM Investment 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
Q1 		$1.14K Sell
9
-48
-84% -$6.14K ﹤0.01% 365
2025
Q4 		$7.35K Buy
57
+49
+613% +$5.87K ﹤0.01% 145
2025
Q3 		$928 Buy
8
+1
+14% +$112 ﹤0.01% 410
2025
Q2 		$744 Buy
7
+2
+40% +$185 ﹤0.01% 488
2025
Q1 		$448 Buy
+5
New +$478 ﹤0.01% 324

Other funds holding STT

BlackRock
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
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
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
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

HFM Investment Advisors's STT Position: Q1 2026 in Review

HFM Investment Advisors reduced its State Street (STT) stake by 84% in Q1 2026, selling an estimated $6.14K and leaving 9 shares worth $1.14K. The position accounts for ﹤0.01% of the portfolio, ranked #365.

HFM Investment Advisors first reported a position in STT in Q1 2025 and has held it in 5 quarters since. The position peaked at $7.35K in Q4 2025. 1,129 funds tracked by Wall St. Rank hold STT as of Q1 2026.

  • HFM Investment Advisors held 9 shares of State Street worth $1.14K as of Q1 2026.
  • HFM Investment Advisors sold 48 State Street shares in Q1 2026, an estimated $6.14K.
  • State Street made up ﹤0.01% of HFM Investment Advisors's portfolio in Q1 2026, its #365 holding.
  • HFM Investment Advisors first reported a position in State Street in Q1 2025 and has held it in 5 quarters since.
  • HFM Investment Advisors's State Street position peaked at $7.35K in Q4 2025.
  • 1,129 funds tracked by Wall St. Rank held State Street as of Q1 2026.

Based on HFM Investment Advisors's 13F filing for Q1 2026, filed 1 May 2026.