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 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 $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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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 Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

Independent Advisor Alliance's STT Position: Q1 2026 in Review

Independent Advisor Alliance increased its State Street (STT) stake by 7.3% in Q1 2026, buying an estimated $21.2K and bringing the position to 2,448 shares worth $310K. The position accounts for ﹤0.01% of the portfolio, ranked #1308.

Independent Advisor Alliance first reported a position in STT in Q4 2019 and has held it in 8 quarters since. The position peaked at $324K in Q4 2019. 1,129 funds tracked by Wall St. Rank hold STT as of Q1 2026.

Independent Advisor Alliance held 2,448 shares of State Street worth $310K as of Q1 2026.
Independent Advisor Alliance bought 166 State Street shares in Q1 2026, an estimated $21.2K.
State Street made up ﹤0.01% of Independent Advisor Alliance's portfolio in Q1 2026, its #1308 holding.
Independent Advisor Alliance first reported a position in State Street in Q4 2019 and has held it in 8 quarters since.
Independent Advisor Alliance's State Street position peaked at $324K in Q4 2019.
1,129 funds tracked by Wall St. Rank held State Street as of Q1 2026.

Based on Independent Advisor Alliance's 13F filing for Q1 2026, filed 12 May 2026.