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 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 $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

Investment Advisory Group's STT Position: Q1 2026 in Review

Investment Advisory Group increased its State Street (STT) stake by 0.49% in Q1 2026, buying an estimated $1.92K and bringing the position to 3,051 shares worth $386K. The position accounts for 0.1% of the portfolio, ranked #132.

Investment Advisory Group first reported a position in STT in Q1 2025 and has held it in 5 quarters since. The position peaked at $392K in Q4 2025. 1,129 funds tracked by Wall St. Rank hold STT as of Q1 2026.

Investment Advisory Group held 3,051 shares of State Street worth $386K as of Q1 2026.
Investment Advisory Group bought 15 State Street shares in Q1 2026, an estimated $1.92K.
State Street made up 0.1% of Investment Advisory Group's portfolio in Q1 2026, its #132 holding.
Investment Advisory Group first reported a position in State Street in Q1 2025 and has held it in 5 quarters since.
Investment Advisory Group's State Street position peaked at $392K in Q4 2025.
1,129 funds tracked by Wall St. Rank held State Street as of Q1 2026.

Based on Investment Advisory Group's 13F filing for Q1 2026, filed 22 Apr 2026.