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 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

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

Juncture Wealth Strategies's STT Position: Q2 2026 in Review

Juncture Wealth Strategies reduced its State Street (STT) stake by 5.4% in Q2 2026, selling an estimated $15.4K and leaving 1,768 shares worth $300K. The position accounts for 0.08% of the portfolio, ranked #151.

Juncture Wealth Strategies first reported a position in STT in Q2 2024 and has held it in 9 quarters since. The position peaked at $369K in Q2 2025. 1,250 funds tracked by Wall St. Rank hold STT as of Q2 2026.

Juncture Wealth Strategies held 1,768 shares of State Street worth $300K as of Q2 2026.
Juncture Wealth Strategies sold 100 State Street shares in Q2 2026, an estimated $15.4K.
State Street made up 0.08% of Juncture Wealth Strategies's portfolio in Q2 2026, its #151 holding.
Juncture Wealth Strategies first reported a position in State Street in Q2 2024 and has held it in 9 quarters since.
Juncture Wealth Strategies's State Street position peaked at $369K in Q2 2025.
1,250 funds tracked by Wall St. Rank held State Street as of Q2 2026.

Based on Juncture Wealth Strategies's 13F filing for Q2 2026, filed 9 Jul 2026.