IMA Advisory Services’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
Q1
$632 Hold
5
﹤0.01% 843
2025
Q4
$645 Hold
5
﹤0.01% 832
2025
Q3
$580 Hold
5
﹤0.01% 399
2025
Q2
$532 Buy
+5
New +$462 ﹤0.01% 393
2018
Q3
Sell
-16
Closed -$1K 441
2018
Q2
$1K Buy
+16
New +$1.59K ﹤0.01% 456

Other funds holding STT

IMA Advisory Services's STT Position: Q1 2026 in Review

IMA Advisory Services held its State Street (STT) position steady in Q1 2026 at 5 shares worth $632. The position accounts for ﹤0.01% of the portfolio, ranked #843.

IMA Advisory Services first reported a position in STT in Q2 2018 and has held it in 5 quarters since. The position peaked at $1K in Q2 2018. 1,129 funds tracked by Wall St. Rank hold STT as of Q1 2026.

  • IMA Advisory Services held 5 shares of State Street worth $632 as of Q1 2026.
  • IMA Advisory Services left its State Street share count unchanged in Q1 2026.
  • State Street made up ﹤0.01% of IMA Advisory Services's portfolio in Q1 2026, its #843 holding.
  • IMA Advisory Services first reported a position in State Street in Q2 2018 and has held it in 5 quarters since.
  • IMA Advisory Services's State Street position peaked at $1K in Q2 2018.
  • 1,129 funds tracked by Wall St. Rank held State Street as of Q1 2026.

Based on IMA Advisory Services's 13F filing for Q1 2026, filed 6 May 2026.