Investment Research & Advisory Group’s State Street STT Stock Holding History

Investment Research & 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	$28.8K	Buy	146 +1	+0.7%	+$154	0.01%	175
2026 Q1	$20K	Buy	145 +1	+0.7%	+$128	0.01%	177
2025 Q4	$19K	Buy	144 +1	+0.7%	+$120	0.01%	171
2025 Q3	$16.9K	Buy	143 +1	+0.7%	+$112	0.01%	158
2025 Q2	$15.1K	Hold	142	–	–	0.01%	157
2025 Q1	$12.7K	Hold	142	–	–	0.01%	157
2024 Q4	$13.9K	Hold	142	–	–	0.01%	145
2024 Q3	$12.6K	Hold	142	–	–	0.01%	147
2024 Q2	$10.5K	Hold	142	–	–	﹤0.01%	149
2024 Q1	$11K	Hold	142	–	–	0.01%	151
2023 Q4	$11K	Hold	142	–	–	0.01%	145
2023 Q3	$9.51K	Hold	142	–	–	0.01%	146
2023 Q2	$10.4K	Hold	142	–	–	0.01%	155
2023 Q1	$10.7K	Hold	142	–	–	0.01%	135
2022 Q4	$11K	Hold	142	–	–	0.01%	133
2022 Q3	$9K	Hold	142	–	–	0.01%	137
2022 Q2	$9K	Buy	+142	New	+$10K	0.01%	141

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 Research & Advisory Group's STT Position: Q2 2026 in Review

Investment Research & Advisory Group increased its State Street (STT) stake by 0.69% in Q2 2026, buying an estimated $154 and bringing the position to 146 shares worth $28.8K. The position accounts for 0.01% of the portfolio, ranked #175.

Investment Research & Advisory Group first reported a position in STT in Q2 2022 and has held it in 17 quarters since. 1,258 funds tracked by Wall St. Rank hold STT as of Q2 2026.

Investment Research & Advisory Group held 146 shares of State Street worth $28.8K as of Q2 2026.
Investment Research & Advisory Group bought 1 State Street share in Q2 2026, an estimated $154.
State Street made up 0.01% of Investment Research & Advisory Group's portfolio in Q2 2026, its #175 holding.
Investment Research & Advisory Group first reported a position in State Street in Q2 2022 and has held it in 17 quarters since.
1,258 funds tracked by Wall St. Rank held State Street as of Q2 2026.

Based on Investment Research & Advisory Group's 13F filing for Q2 2026, filed 23 Jul 2026.