JMN Financial’s State Street STT Stock Holding History

JMN Financial’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	$1.12M	Sell	6,617 -26	-0.4%	-$4.01K	0.87%	20
2026 Q1	$841K	Buy	6,643 +1,168	+21%	+$149K	0.83%	21
2025 Q4	$706K	Buy	+5,475	New	+$656K	0.7%	30

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

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

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

JMN Financial's STT Position: Q2 2026 in Review

JMN Financial reduced its State Street (STT) stake by 0.39% in Q2 2026, selling an estimated $4.01K and leaving 6,617 shares worth $1.12M. The position accounts for 0.87% of the portfolio, ranked #20.

JMN Financial first reported a position in STT in Q4 2025 and has held it in 3 quarters since. 1,189 funds tracked by Wall St. Rank hold STT as of Q2 2026.

JMN Financial held 6,617 shares of State Street worth $1.12M as of Q2 2026.
JMN Financial sold 26 State Street shares in Q2 2026, an estimated $4.01K.
State Street made up 0.87% of JMN Financial's portfolio in Q2 2026, its #20 holding.
JMN Financial first reported a position in State Street in Q4 2025 and has held it in 3 quarters since.
1,189 funds tracked by Wall St. Rank held State Street as of Q2 2026.

Based on JMN Financial's 13F filing for Q2 2026, filed 10 Aug 2026.