Investment Advisory Group’s State Street STT Stock Holding History

Investment Advisory Group’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	$524K	Buy	3,090 +39	+1%	+$6.01K	0.11%	116
2026 Q1	$386K	Buy	3,051 +15	+0.5%	+$1.92K	0.1%	132
2025 Q4	$392K	Buy	3,036 +6	+0.2%	+$718	0.1%	127
2025 Q3	$352K	Buy	3,030 +674	+29%	+$75.2K	0.1%	131
2025 Q2	$251K	Hold	2,356	–	–	0.08%	149
2025 Q1	$211K	Buy	+2,356	New	+$225K	0.07%	162

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

Investment Advisory Group's STT Position: Q2 2026 in Review

Investment Advisory Group increased its State Street (STT) stake by 1.3% in Q2 2026, buying an estimated $6.01K and bringing the position to 3,090 shares worth $524K. The position accounts for 0.11% of the portfolio, ranked #116.

Investment Advisory Group first reported a position in STT in Q1 2025 and has held it in 6 quarters since. 1,258 funds tracked by Wall St. Rank hold STT as of Q2 2026.

Investment Advisory Group held 3,090 shares of State Street worth $524K as of Q2 2026.
Investment Advisory Group bought 39 State Street shares in Q2 2026, an estimated $6.01K.
State Street made up 0.11% of Investment Advisory Group's portfolio in Q2 2026, its #116 holding.
Investment Advisory Group first reported a position in State Street in Q1 2025 and has held it in 6 quarters since.
1,258 funds tracked by Wall St. Rank held State Street as of Q2 2026.

Based on Investment Advisory Group's 13F filing for Q2 2026, filed 6 Aug 2026.