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IEQ Capital’s State Street STT Stock Holding History

IEQ Capital’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
2025
Q4 		– Sell
-19,582
Closed -$2.27M – 2002
2025
Q3 		$2.27M Buy
+19,582
New +$2.19M 0.01% 717
2025
Q1 		– Sell
-15,583
Closed -$1.53M – 1728
2024
Q4 		$1.53M Buy
15,583
+7,628
+96% +$722K 0.01% 570
2024
Q3 		$704K Buy
7,955
+241
+3% +$19.9K 0.01% 647
2024
Q2 		$571K Buy
7,714
+556
+8% +$41.4K 0.01% 605
2024
Q1 		$553K Buy
7,158
+85
+1% +$6.3K 0.01% 590
2023
Q4 		$548K Sell
7,073
-2,671
-27% -$186K 0.01% 557
2023
Q3 		$652K Buy
9,744
+2,883
+42% +$203K 0.01% 490
2023
Q2 		$502K Sell
6,861
-3,160
-32% -$227K 0.01% 544
2023
Q1 		$758K Buy
10,021
+2,480
+33% +$209K 0.02% 455
2022
Q4 		$585K Sell
7,541
-602
-7% -$44.3K 0.02% 476
2022
Q3 		$495K Buy
8,143
+1,826
+29% +$125K 0.01% 530
2022
Q2 		$389K Buy
6,317
+732
+13% +$51.8K 0.01% 532
2022
Q1 		$487K Buy
5,585
+635
+13% +$58.8K 0.01% 511
2021
Q4 		$460K Buy
4,950
+176
+4% +$16.6K 0.01% 481
2021
Q3 		$404K Buy
4,774
+1,337
+39% +$116K 0.01% 492
2021
Q2 		$283K Buy
3,437
+880
+34% +$74.3K 0.01% 481
2021
Q1 		$215K Buy
+2,557
New +$198K 0.01% 447
2020
Q1 		– Sell
-2,800
Closed -$221K – 428
2019
Q4 		$221K Buy
+2,800
New +$197K 0.02% 368

Other funds holding STT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

IEQ Capital's STT Position: Q4 2025 in Review

IEQ Capital sold out of State Street (STT) in Q4 2025, closing a stake of 19,582 shares — an estimated $2.27M sold.

IEQ Capital first reported a position in STT in Q4 2019 and held it in 18 quarters. The position peaked at $2.27M in Q3 2025. 1,096 funds tracked by Wall St. Rank hold STT as of Q4 2025.

  • IEQ Capital reported no remaining State Street position as of Q4 2025 after selling out during the quarter.
  • IEQ Capital sold 19,582 State Street shares in Q4 2025, an estimated $2.27M.
  • IEQ Capital first reported a position in State Street in Q4 2019 and held it in 18 quarters.
  • IEQ Capital's State Street position peaked at $2.27M in Q3 2025.
  • 1,096 funds tracked by Wall St. Rank held State Street as of Q4 2025.

Based on IEQ Capital's 13F filing for Q4 2025, filed 13 Feb 2026.