JWA
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JFS Wealth Advisors’s State Street STT Stock Holding History

JFS Wealth Advisors’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 		$33.9K Buy
200
+4
+2% +$617 ﹤0.01% 625
2026
Q1 		$24.8K Buy
196
+5
+3% +$639 ﹤0.01% 686
2025
Q4 		$24.6K Buy
191
+47
+33% +$5.63K ﹤0.01% 689
2025
Q3 		$16.7K Hold
144
– – ﹤0.01% 736
2025
Q2 		$15.3K Sell
144
-2
-1% -$185 ﹤0.01% 721
2025
Q1 		$13.1K Buy
146
+11
+8% +$1.05K ﹤0.01% 786
2024
Q4 		$13.3K Hold
135
– – ﹤0.01% 772
2024
Q3 		$11.9K Buy
135
+4
+3% +$330 ﹤0.01% 797
2024
Q2 		$9.69K Sell
131
-4
-3% -$298 ﹤0.01% 805
2024
Q1 		$10.4K Sell
135
-15
-10% -$1.11K ﹤0.01% 803
2023
Q4 		$11.6K Buy
150
+27
+22% +$1.88K ﹤0.01% 731
2023
Q3 		$8.24K Sell
123
-1
-0.8% -$71 ﹤0.01% 792
2023
Q2 		$9.07K Buy
124
+1
+0.8% +$72 ﹤0.01% 756
2023
Q1 		$9.31K Buy
123
+3
+3% +$253 ﹤0.01% 741
2022
Q4 		$9.31K Sell
120
-41
-25% -$3.02K ﹤0.01% 739
2022
Q3 		$10K Sell
161
-264
-62% -$18K ﹤0.01% 736
2022
Q2 		$26K Buy
425
+16
+4% +$1.13K ﹤0.01% 541
2022
Q1 		$36K Buy
409
+59
+17% +$5.46K ﹤0.01% 487
2021
Q4 		$33K Buy
350
+40
+13% +$3.77K ﹤0.01% 489
2021
Q3 		$26K Hold
310
– – ﹤0.01% 506
2021
Q2 		$26K Sell
310
-55
-15% -$4.64K ﹤0.01% 342
2021
Q1 		$31K Hold
365
– – 0.01% 297
2020
Q4 		$27K Hold
365
– – 0.01% 301
2020
Q3 		$22K Hold
365
– – 0.01% 307
2020
Q2 		$23K Sell
365
-15
-4% -$905 0.01% 292
2020
Q1 		$20K Hold
380
– – 0.01% 278
2019
Q4 		$30K Hold
380
– – 0.01% 274
2019
Q3 		$22K Hold
380
– – 0.01% 291
2019
Q2 		$21K Hold
380
– – 0.01% 300
2019
Q1 		$25K Hold
380
– – 0.01% 276
2018
Q4 		$24K Buy
380
+86
+29% +$6.16K 0.01% 277
2018
Q3 		$25K Hold
294
– – 0.01% 302
2018
Q2 		$27K Sell
294
-31
-10% -$3.07K 0.01% 287
2018
Q1 		$32K Sell
325
-26
-7% -$2.72K 0.01% 277
2017
Q4 		$34K Buy
351
+29
+9% +$2.77K 0.01% 287
2017
Q3 		$31K Sell
322
-264
-45% -$24.6K 0.01% 282
2017
Q2 		$53K Hold
586
– – 0.01% 216
2017
Q1 		$46K Hold
586
– – 0.01% 227
2016
Q4 		$46K Sell
586
-224
-28% -$16.9K 0.01% 227
2016
Q3 		$56K Hold
810
– – 0.02% 229
2016
Q2 		$44K Sell
810
-52
-6% -$3.11K 0.01% 269
2016
Q1 		$50K Buy
862
+52
+6% +$2.95K 0.01% 238
2015
Q4 		$54K Sell
810
-30
-4% -$2.08K 0.02% 241
2015
Q3 		$56K Sell
840
-18
-2% -$1.34K 0.02% 200
2015
Q2 		$66K Sell
858
-3
-0.3% -$234 0.03% 161
2015
Q1 		$63K Sell
861
-170
-16% -$12.7K 0.03% 162
2014
Q4 		$81K Buy
1,031
+170
+20% +$12.8K 0.01% 141
2014
Q3 		$63K Sell
861
-4
-0.5% -$285 0.01% 160
2014
Q2 		$58K Buy
+865
New +$56.9K 0.01% 170

Other funds holding STT

Robeco Institutional Asset Management
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
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
AT
Arbejdsmarkedets Tillaegspension Hilleroed $4.6B AUM
Swedbank
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
BC
Burney Company Reston, Virginia $3.71B AUM 37.66% 1-Year Est. Return

JFS Wealth Advisors's STT Position: Q2 2026 in Review

JFS Wealth Advisors increased its State Street (STT) stake by 2% in Q2 2026, buying an estimated $617 and bringing the position to 200 shares worth $33.9K. The position accounts for ﹤0.01% of the portfolio, ranked #625.

JFS Wealth Advisors first reported a position in STT in Q2 2014 and has held it in 49 quarters since. The position peaked at $81K in Q4 2014. 239 funds tracked by Wall St. Rank hold STT as of Q2 2026.

  • JFS Wealth Advisors held 200 shares of State Street worth $33.9K as of Q2 2026.
  • JFS Wealth Advisors bought 4 State Street shares in Q2 2026, an estimated $617.
  • State Street made up ﹤0.01% of JFS Wealth Advisors's portfolio in Q2 2026, its #625 holding.
  • JFS Wealth Advisors first reported a position in State Street in Q2 2014 and has held it in 49 quarters since.
  • JFS Wealth Advisors's State Street position peaked at $81K in Q4 2014.
  • 239 funds tracked by Wall St. Rank held State Street as of Q2 2026.

Based on JFS Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.