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Juncture Wealth Strategies’s State Street STT Stock Holding History

Juncture Wealth Strategies’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
Q3 		$291K Sell
1,668
-100
-6% -$18.5K 0.07% 159
2026
Q2 		$300K Sell
1,768
-100
-5% -$15.4K 0.08% 151
2026
Q1 		$236K Hold
1,868
– – 0.08% 123
2025
Q4 		$241K Sell
1,868
-100
-5% -$12K 0.08% 120
2025
Q3 		$228K Sell
1,968
-1,500
-43% -$167K 0.08% 119
2025
Q2 		$369K Hold
3,468
– – 0.13% 89
2025
Q1 		$310K Hold
3,468
– – 0.12% 100
2024
Q4 		$340K Hold
3,468
– – 0.13% 96
2024
Q3 		$307K Buy
3,468
+300
+9% +$24.7K 0.12% 99
2024
Q2 		$234K Buy
+3,168
New +$236K 0.1% 99

Other funds holding STT

FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
ACM
Argent Capital Management St Louis, Missouri $3.14B AUM 31.36% 1-Year Est. Return
AIM
Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
VWM
Valley Wealth Managers Paramus, New Jersey $1.76B AUM 33.82% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
CPBTD
Central Pacific Bank - Trust Division Honolulu, Hawaii $952M AUM 25.15% 1-Year Est. Return
LJHT
Laurie J. Hall Trustee $314M AUM 27.43% 1-Year Est. Return
NRS
Neville Rodie & Shaw New York $1.48B AUM 34.49% 1-Year Est. Return

Juncture Wealth Strategies's STT Position: Q3 2026 in Review

Juncture Wealth Strategies reduced its State Street (STT) stake by 5.7% in Q3 2026, selling an estimated $18.5K and leaving 1,668 shares worth $291K. The position accounts for 0.07% of the portfolio, ranked #159.

Juncture Wealth Strategies first reported a position in STT in Q2 2024 and has held it in 10 quarters since. The position peaked at $369K in Q2 2025. 58 funds tracked by Wall St. Rank hold STT as of Q3 2026.

  • Juncture Wealth Strategies held 1,668 shares of State Street worth $291K as of Q3 2026.
  • Juncture Wealth Strategies sold 100 State Street shares in Q3 2026, an estimated $18.5K.
  • State Street made up 0.07% of Juncture Wealth Strategies's portfolio in Q3 2026, its #159 holding.
  • Juncture Wealth Strategies first reported a position in State Street in Q2 2024 and has held it in 10 quarters since.
  • Juncture Wealth Strategies's State Street position peaked at $369K in Q2 2025.
  • 58 funds tracked by Wall St. Rank held State Street as of Q3 2026.

Based on Juncture Wealth Strategies's 13F filing for Q3 2026, filed 6 Oct 2026.