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Joseph Group Capital Management’s State Street STT Stock Holding History

Joseph Group Capital Management’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 		$15.1K Buy
89
+24
+37% +$3.7K ﹤0.01% 288
2026
Q1 		$8.23K Buy
65
+14
+27% +$1.79K ﹤0.01% 309
2025
Q4 		$6.58K Buy
+51
New +$6.11K ﹤0.01% 237

Other funds holding STT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
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
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Joseph Group Capital Management's STT Position: Q2 2026 in Review

Joseph Group Capital Management increased its State Street (STT) stake by 37% in Q2 2026, buying an estimated $3.7K and bringing the position to 89 shares worth $15.1K. The position accounts for ﹤0.01% of the portfolio, ranked #288.

Joseph Group Capital Management first reported a position in STT in Q4 2025 and has held it in 3 quarters since. 1,257 funds tracked by Wall St. Rank hold STT as of Q2 2026.

  • Joseph Group Capital Management held 89 shares of State Street worth $15.1K as of Q2 2026.
  • Joseph Group Capital Management bought 24 State Street shares in Q2 2026, an estimated $3.7K.
  • State Street made up ﹤0.01% of Joseph Group Capital Management's portfolio in Q2 2026, its #288 holding.
  • Joseph Group Capital Management first reported a position in State Street in Q4 2025 and has held it in 3 quarters since.
  • 1,257 funds tracked by Wall St. Rank held State Street as of Q2 2026.

Based on Joseph Group Capital Management's 13F filing for Q2 2026, filed 6 Aug 2026.