IFP Advisors’s State Street STT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $196K | Sell |
1,155
-264
| -19% | -$40.7K | ﹤0.01% | 1533 |
|
|
2026
Q1 | $180K | Buy |
1,419
+193
| +16% | +$24.7K | ﹤0.01% | 1460 |
|
|
2025
Q4 | $158K | Buy |
1,226
+400
| +48% | +$47.9K | ﹤0.01% | 1504 |
|
|
2025
Q3 | $95.8K | Buy |
826
+563
| +214% | +$62.8K | ﹤0.01% | 1706 |
|
|
2025
Q2 | $121K | Sell |
263
-361
| -58% | -$33.4K | ﹤0.01% | 1533 |
|
|
2025
Q1 | $55.8K | Sell |
624
-26
| -4% | -$2.48K | ﹤0.01% | 1846 |
|
|
2024
Q4 | $63.8K | Sell |
650
-63
| -9% | -$5.97K | ﹤0.01% | 1703 |
|
|
2024
Q3 | $63K | Buy |
713
+27
| +4% | +$2.23K | ﹤0.01% | 1621 |
|
|
2024
Q2 | $50.7K | Buy |
686
+213
| +45% | +$15.9K | ﹤0.01% | 1676 |
|
|
2024
Q1 | $36.6K | Buy |
473
+18
| +4% | +$1.33K | ﹤0.01% | 1702 |
|
|
2023
Q4 | $35.3K | Sell |
455
-321
| -41% | -$22.4K | ﹤0.01% | 1688 |
|
|
2023
Q3 | $52K | Buy |
776
+43
| +6% | +$3.03K | ﹤0.01% | 1533 |
|
|
2023
Q2 | $53.6K | Buy |
733
+146
| +25% | +$10.5K | ﹤0.01% | 1571 |
|
|
2023
Q1 | $58.8K | Sell |
587
-1,310
| -69% | -$110K | ﹤0.01% | 1499 |
|
|
2022
Q4 | $188K | Sell |
1,897
-215
| -10% | -$15.8K | 0.01% | 1391 |
|
|
2022
Q3 | $210K | Buy |
2,112
+604
| +40% | +$41.3K | 0.01% | 1374 |
|
|
2022
Q2 | $155K | Hold |
1,508
| – | – | 0.01% | 1432 |
|
|
2022
Q1 | $155K | Buy |
1,508
+1,237
| +456% | +$115K | 0.01% | 1432 |
|
|
2021
Q4 | $28K | Sell |
271
-67
| -20% | -$6.32K | ﹤0.01% | 1804 |
|
|
2021
Q3 | $29K | Buy |
338
+17
| +5% | +$1.48K | ﹤0.01% | 1826 |
|
|
2021
Q2 | $25K | Sell |
321
-69
| -18% | -$5.82K | ﹤0.01% | 1834 |
|
|
2021
Q1 | $33K | Sell |
390
-295
| -43% | -$22.8K | ﹤0.01% | 1622 |
|
|
2020
Q4 | $47K | Buy |
685
+14
| +2% | +$950 | ﹤0.01% | 1474 |
|
|
2020
Q3 | $40K | Buy |
671
+81
| +14% | +$5.26K | ﹤0.01% | 1372 |
|
|
2020
Q2 | $37K | Sell |
590
-100
| -14% | -$6.04K | ﹤0.01% | 1336 |
|
|
2020
Q1 | $32K | Buy |
690
+290
| +73% | +$20.1K | ﹤0.01% | 1311 |
|
|
2019
Q4 | $31K | Sell |
400
-315
| -44% | -$22.2K | ﹤0.01% | 1445 |
|
|
2019
Q3 | $41K | Buy |
+715
| New | +$39.6K | ﹤0.01% | 1467 |
|
|
2019
Q1 | $45K | Sell |
697
-3,318
| -83% | -$230K | 0.01% | 1009 |
|
|
2018
Q4 | $255K | Sell |
4,015
-1,075
| -21% | -$77K | 0.02% | 775 |
|
|
2018
Q3 | $426K | Buy |
5,090
+890
| +21% | +$78.2K | 0.02% | 742 |
|
|
2018
Q2 | $391K | Buy |
4,200
+1,328
| +46% | +$132K | 0.02% | 763 |
|
|
2018
Q1 | $280K | Hold |
2,872
| – | – | 0.01% | 849 |
|
|
2017
Q4 | $280K | Buy |
2,872
+215
| +8% | +$20.6K | 0.01% | 851 |
|
|
2017
Q3 | $254K | Buy |
2,657
+77
| +3% | +$7.17K | 0.01% | 1010 |
|
|
2017
Q2 | $232K | Buy |
2,580
+207
| +9% | +$17.2K | 0.01% | 1037 |
|
|
2017
Q1 | $189K | Buy |
2,373
+678
| +40% | +$53.8K | 0.01% | 1147 |
|
|
2016
Q4 | $132K | Sell |
1,695
-511
| -23% | -$38.5K | 0.01% | 1273 |
|
|
2016
Q3 | $154K | Sell |
2,206
-2,760
| -56% | -$180K | 0.01% | 1135 |
|
|
2016
Q2 | $268K | Buy |
4,966
+4,269
| +612% | +$255K | 0.02% | 833 |
|
|
2016
Q1 | $45K | Sell |
697
-4,355
| -86% | -$247K | 0.01% | 1009 |
|
|
2015
Q4 | $335K | Buy |
+5,052
| New | +$351K | 0.02% | 617 |
|
Other funds holding STT
ROTUOC
IFP Advisors's STT Position: Q2 2026 in Review
IFP Advisors reduced its State Street (STT) stake by 19% in Q2 2026, selling an estimated $40.7K and leaving 1,155 shares worth $196K. The position accounts for ﹤0.01% of the portfolio, ranked #1533.
IFP Advisors first reported a position in STT in Q4 2015 and has held it in 42 quarters since. The position peaked at $426K in Q3 2018. 1,250 funds tracked by Wall St. Rank hold STT as of Q2 2026.
- IFP Advisors held 1,155 shares of State Street worth $196K as of Q2 2026.
- IFP Advisors sold 264 State Street shares in Q2 2026, an estimated $40.7K.
- State Street made up ﹤0.01% of IFP Advisors's portfolio in Q2 2026, its #1533 holding.
- IFP Advisors first reported a position in State Street in Q4 2015 and has held it in 42 quarters since.
- IFP Advisors's State Street position peaked at $426K in Q3 2018.
- 1,250 funds tracked by Wall St. Rank held State Street as of Q2 2026.
Based on IFP Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.