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JPL Wealth Management’s State Street STT Stock Holding History

JPL Wealth 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 		$39.5K Buy
233
+10
+4% +$1.54K 0.01% 297
2026
Q1 		$28.2K Buy
+223
New +$28.5K 0.01% 331
2025
Q4 		– Sell
-247
Closed -$28.7K – 1000
2025
Q3 		$28.7K Buy
+247
New +$27.6K 0.01% 328

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

JPL Wealth Management's STT Position: Q2 2026 in Review

JPL Wealth Management increased its State Street (STT) stake by 4.5% in Q2 2026, buying an estimated $1.54K and bringing the position to 233 shares worth $39.5K. The position accounts for 0.01% of the portfolio, ranked #297.

JPL Wealth Management first reported a position in STT in Q3 2025 and has held it in 3 quarters since. 1,257 funds tracked by Wall St. Rank hold STT as of Q2 2026.

  • JPL Wealth Management held 233 shares of State Street worth $39.5K as of Q2 2026.
  • JPL Wealth Management bought 10 State Street shares in Q2 2026, an estimated $1.54K.
  • State Street made up 0.01% of JPL Wealth Management's portfolio in Q2 2026, its #297 holding.
  • JPL Wealth Management first reported a position in State Street in Q3 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 JPL Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.