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 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 $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 Research & Advisory Group's STT Position: Q1 2026 in Review

Investment Research & Advisory Group increased its State Street (STT) stake by 0.69% in Q1 2026, buying an estimated $128 and bringing the position to 145 shares worth $20K. The position accounts for 0.01% of the portfolio, ranked #177.

Investment Research & Advisory Group first reported a position in STT in Q2 2022 and has held it in 16 quarters since. 1,129 funds tracked by Wall St. Rank hold STT as of Q1 2026.

Investment Research & Advisory Group held 145 shares of State Street worth $20K as of Q1 2026.
Investment Research & Advisory Group bought 1 State Street share in Q1 2026, an estimated $128.
State Street made up 0.01% of Investment Research & Advisory Group's portfolio in Q1 2026, its #177 holding.
Investment Research & Advisory Group first reported a position in State Street in Q2 2022 and has held it in 16 quarters since.
1,129 funds tracked by Wall St. Rank held State Street as of Q1 2026.

Based on Investment Research & Advisory Group's 13F filing for Q1 2026, filed 20 Apr 2026.