Interchange Capital Partners’s State Street STT Stock Holding History

Interchange Capital Partners’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	$341K	Buy	+2,008	New	+$310K	0.06%	269
2026 Q1	–	Sell	-2,481	Closed	-$320K	–	438
2025 Q4	$320K	Buy	2,481 +272	+12%	+$32.6K	0.06%	283
2025 Q3	$256K	Buy	+2,209	New	+$247K	0.05%	297
2021 Q2	–	Sell	-2,992	Closed	-$404K	–	204
2021 Q1	$404K	Buy	2,992 +263	+10%	+$20.4K	0.22%	142
2020 Q4	$198K	Buy	+2,729	New	+$185K	0.11%	212

Other funds holding STT

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

AAMU

AEGON Asset Management (UK) Edinburgh, United Kingdom $9.38B AUM 48.94% 1-Year Est. Return

CNAM

Campbell Newman Asset Management Milwaukee, Wisconsin $1.35B AUM 38.87% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

WCM

Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return

GGI

Godsey & Gibb Inc Richmond, Virginia $1.22B AUM 27.93% 1-Year Est. Return

Arbejdsmarkedets Tillaegspension Hilleroed $4.6B AUM

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

AIA

Allied Investment Advisors Billings, Montana $797M AUM 23.9% 1-Year Est. Return

Burney Company Reston, Virginia $3.71B AUM 37.66% 1-Year Est. Return

Interchange Capital Partners's STT Position: Q2 2026 in Review

Interchange Capital Partners opened a new position in State Street (STT) in Q2 2026: 2,008 shares worth $341K. The stake represents 0.06% of the portfolio and ranks #269 among its holdings. This is a return to the name: Interchange Capital Partners previously reported a position in STT as recently as Q4 2025.

Interchange Capital Partners first reported a position in STT in Q4 2020 and has held it in 5 quarters since. The position peaked at $404K in Q1 2021. 239 funds tracked by Wall St. Rank hold STT as of Q2 2026.

Interchange Capital Partners held 2,008 shares of State Street worth $341K as of Q2 2026.
State Street was a new Interchange Capital Partners position in Q2 2026.
State Street made up 0.06% of Interchange Capital Partners's portfolio in Q2 2026, its #269 holding.
Interchange Capital Partners first reported a position in State Street in Q4 2020 and has held it in 5 quarters since.
Interchange Capital Partners's State Street position peaked at $404K in Q1 2021.
239 funds tracked by Wall St. Rank held State Street as of Q2 2026.

Based on Interchange Capital Partners's 13F filing for Q2 2026, filed 20 Jul 2026.