Independent Advisor Alliance’s State Street STT Stock Holding History

Independent Advisor Alliance’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	$3.21M	Buy	18,932 +16,484	+673%	+$2.54M	0.08%	196
2026 Q1	$310K	Buy	2,448 +166	+7%	+$21.2K	﹤0.01%	1308
2025 Q4	$294K	Sell	2,282 -51	-2%	-$6.11K	0.01%	800
2025 Q3	$271K	Buy	2,333 +223	+11%	+$24.9K	0.01%	796
2025 Q2	$224K	Sell	2,110 -135	-6%	-$12.5K	0.01%	806
2025 Q1	$201K	Sell	2,245 -173	-7%	-$16.5K	0.01%	764
2024 Q4	$237K	Buy	+2,418	New	+$229K	﹤0.01%	1235
2020 Q2	–	Sell	-4,339	Closed	-$231K	–	537
2020 Q1	$231K	Buy	4,339 +240	+6%	+$16.7K	0.03%	328
2019 Q4	$324K	Buy	+4,099	New	+$289K	0.01%	655

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 $3.37T AUM 44.26% 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

Independent Advisor Alliance's STT Position: Q2 2026 in Review

Independent Advisor Alliance increased its State Street (STT) stake by 673% in Q2 2026, buying an estimated $2.54M and bringing the position to 18,932 shares worth $3.21M. The position accounts for 0.08% of the portfolio, ranked #196.

Independent Advisor Alliance first reported a position in STT in Q4 2019 and has held it in 9 quarters since. 1,257 funds tracked by Wall St. Rank hold STT as of Q2 2026.

Independent Advisor Alliance held 18,932 shares of State Street worth $3.21M as of Q2 2026.
Independent Advisor Alliance bought 16,484 State Street shares in Q2 2026, an estimated $2.54M.
State Street made up 0.08% of Independent Advisor Alliance's portfolio in Q2 2026, its #196 holding.
Independent Advisor Alliance first reported a position in State Street in Q4 2019 and has held it in 9 quarters since.
1,257 funds tracked by Wall St. Rank held State Street as of Q2 2026.

Based on Independent Advisor Alliance's 13F filing for Q2 2026, filed 12 Aug 2026.