Inspire Trust Company’s State Street STT Stock Holding History

Inspire Trust Company’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	$7.8M	Sell	46,000 -4,000	-8%	-$617K	1.07%	29
2026 Q1	$6.33M	Buy	50,000 +6,000	+14%	+$767K	0.98%	38
2025 Q4	$5.68M	Sell	44,000 -1,000	-2%	-$120K	0.93%	45
2025 Q3	$5.22M	Hold	45,000	–	–	0.95%	42
2025 Q2	$4.79M	Hold	45,000	–	–	0.99%	38
2025 Q1	$4.03M	Buy	45,000 +9,224	+26%	+$881K	0.96%	40
2024 Q4	$3.51M	Hold	35,776	–	–	0.9%	44
2024 Q3	$3.17M	Buy	35,776 +2,000	+6%	+$165K	0.87%	47
2024 Q2	$2.5M	Buy	33,776 +10,500	+45%	+$783K	0.83%	47
2024 Q1	$1.8M	Buy	23,276 +11,750	+102%	+$871K	1%	30
2023 Q4	$893K	Buy	+11,526	New	+$804K	0.92%	37

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 $3.38T AUM 44.17% 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

Inspire Trust Company's STT Position: Q2 2026 in Review

Inspire Trust Company reduced its State Street (STT) stake by 8% in Q2 2026, selling an estimated $617K and leaving 46,000 shares worth $7.8M. The position accounts for 1.07% of the portfolio, ranked #29.

Inspire Trust Company first reported a position in STT in Q4 2023 and has held it in 11 quarters since. 1,260 funds tracked by Wall St. Rank hold STT as of Q2 2026.

Inspire Trust Company held 46,000 shares of State Street worth $7.8M as of Q2 2026.
Inspire Trust Company sold 4,000 State Street shares in Q2 2026, an estimated $617K.
State Street made up 1.07% of Inspire Trust Company's portfolio in Q2 2026, its #29 holding.
Inspire Trust Company first reported a position in State Street in Q4 2023 and has held it in 11 quarters since.
1,260 funds tracked by Wall St. Rank held State Street as of Q2 2026.

Based on Inspire Trust Company's 13F filing for Q2 2026, filed 5 Aug 2026.