John Overdeck’s State Street STT Stock Holding History

John Overdeck’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	–	Sell	-1,600	Closed	-$202K	–	5417
2026 Q1	$202K	Buy	+1,600	New	+$205K	﹤0.01%	4278
2022 Q1	–	Sell	-4,100	Closed	-$381K	–	4202
2021 Q4	$381K	Buy	+4,100	New	+$386K	﹤0.01%	3482
2021 Q3	–	Sell	-7,600	Closed	-$625K	–	4679
2021 Q2	$625K	Buy	+7,600	New	+$642K	﹤0.01%	2903
2020 Q1	–	Sell	-28,600	Closed	-$2.26M	–	3789
2019 Q4	$2.26M	Sell	28,600 -61,900	-68%	-$4.36M	0.01%	1489
2019 Q3	$5.36M	Buy	90,500 +79,100	+694%	+$4.39M	0.02%	823
2019 Q2	$639K	Buy	+11,400	New	+$708K	﹤0.01%	2308
2018 Q1	–	Sell	-18,000	Closed	-$1.76M	–	3501
2017 Q4	$1.76M	Buy	+18,000	New	+$1.72M	0.01%	1559
2016 Q4	–	Sell	-4,400	Closed	-$306K	–	3491
2016 Q3	$306K	Buy	+4,400	New	+$288K	﹤0.01%	2736

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

John Overdeck's STT Position: Q2 2026 in Review

John Overdeck increased its State Street (STT) stake by 39% in Q2 2026, buying an estimated $36.9M and bringing the position to 858,446 shares worth $146M. The position accounts for 0.11% of the portfolio, ranked #212.

John Overdeck first reported a position in STT in Q4 2013 and has held it in 29 quarters since. 1,248 funds tracked by Wall St. Rank hold STT as of Q2 2026.

John Overdeck held 858,446 shares of State Street worth $146M as of Q2 2026.
John Overdeck bought 239,611 State Street shares in Q2 2026, an estimated $36.9M.
State Street made up 0.11% of John Overdeck's portfolio in Q2 2026, its #212 holding.
John Overdeck first reported a position in State Street in Q4 2013 and has held it in 29 quarters since.
1,248 funds tracked by Wall St. Rank held State Street as of Q2 2026.

Based on Two Sigma Investments's 13F filing for Q2 2026, filed 14 Aug 2026.