KCM Investment Advisors’s State Street STT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $233K | Buy |
1,842
+55
| +3% | +$7.03K | 0.01% | 365 |
|
|
2025
Q4 | $231K | Sell |
1,787
-13
| -0.7% | -$1.56K | 0.01% | 369 |
|
|
2025
Q3 | $209K | Buy |
+1,800
| New | +$201K | 0.01% | 371 |
|
|
2025
Q1 | – | Sell |
-2,651
| Closed | -$260K | – | 378 |
|
|
2024
Q4 | $260K | Hold |
2,651
| – | – | 0.01% | 328 |
|
|
2024
Q3 | $234K | Sell |
2,651
-131
| -5% | -$10.8K | 0.01% | 352 |
|
|
2024
Q2 | $206K | Hold |
2,782
| – | – | 0.01% | 358 |
|
|
2024
Q1 | $215K | Sell |
2,782
-1,401
| -33% | -$104K | 0.01% | 362 |
|
|
2023
Q4 | $324K | Sell |
4,183
-688
| -14% | -$48K | 0.01% | 303 |
|
|
2023
Q3 | $326K | Hold |
4,871
| – | – | 0.01% | 296 |
|
|
2023
Q2 | $356K | Sell |
4,871
-1,900
| -28% | -$137K | 0.01% | 303 |
|
|
2023
Q1 | $513K | Sell |
6,771
-500
| -7% | -$42.1K | 0.02% | 267 |
|
|
2022
Q4 | $564K | Sell |
7,271
-2,550
| -26% | -$188K | 0.02% | 256 |
|
|
2022
Q3 | $597K | Sell |
9,821
-650
| -6% | -$44.4K | 0.03% | 237 |
|
|
2022
Q2 | $646K | Sell |
10,471
-2,250
| -18% | -$159K | 0.03% | 235 |
|
|
2022
Q1 | $1.11M | Buy |
12,721
+300
| +2% | +$27.8K | 0.04% | 213 |
|
|
2021
Q4 | $1.16M | Buy |
12,421
+8,650
| +229% | +$815K | 0.04% | 209 |
|
|
2021
Q3 | $320K | Buy |
3,771
+488
| +15% | +$42.4K | 0.01% | 320 |
|
|
2021
Q2 | $270K | Hold |
3,283
| – | – | 0.01% | 337 |
|
|
2021
Q1 | $276K | Sell |
3,283
-300
| -8% | -$23.2K | 0.01% | 320 |
|
|
2020
Q4 | $261K | Hold |
3,583
| – | – | 0.01% | 308 |
|
|
2020
Q3 | $213K | Hold |
3,583
| – | – | 0.01% | 303 |
|
|
2020
Q2 | $228K | Buy |
+3,583
| New | +$216K | 0.01% | 310 |
|
|
2020
Q1 | – | Sell |
-3,583
| Closed | -$283K | – | 339 |
|
|
2019
Q4 | $283K | Hold |
3,583
| – | – | 0.02% | 296 |
|
|
2019
Q3 | $212K | Hold |
3,583
| – | – | 0.01% | 316 |
|
|
2019
Q2 | $201K | Sell |
3,583
-23
| -0.6% | -$1.43K | 0.01% | 322 |
|
|
2019
Q1 | $237K | Hold |
3,606
| – | – | 0.02% | 298 |
|
|
2018
Q4 | $227K | Sell |
3,606
-109
| -3% | -$7.81K | 0.02% | 450 |
|
|
2018
Q3 | $311K | Sell |
3,715
-32
| -0.9% | -$2.81K | 0.02% | 427 |
|
|
2018
Q2 | $349K | Sell |
3,747
-71
| -2% | -$7.04K | 0.02% | 416 |
|
|
2018
Q1 | $381K | Sell |
3,818
-1
| -0% | -$105 | 0.02% | 397 |
|
|
2017
Q4 | $373K | Hold |
3,819
| – | – | 0.02% | 401 |
|
|
2017
Q3 | $365K | Buy |
3,819
+94
| +3% | +$8.75K | 0.02% | 400 |
|
|
2017
Q2 | $334K | Hold |
3,725
| – | – | 0.02% | 423 |
|
|
2017
Q1 | $297K | Sell |
3,725
-300
| -7% | -$23.8K | 0.02% | 439 |
|
|
2016
Q4 | $313K | Buy |
4,025
+745
| +23% | +$56.1K | 0.02% | 429 |
|
|
2016
Q3 | $228K | Buy |
+3,280
| New | +$214K | 0.02% | 499 |
|
|
2016
Q2 | – | Sell |
-3,430
| Closed | -$201K | – | 532 |
|
|
2016
Q1 | $201K | Hold |
3,430
| – | – | 0.01% | 497 |
|
|
2015
Q4 | $228K | Hold |
3,430
| – | – | 0.02% | 474 |
|
|
2015
Q3 | $231K | Sell |
3,430
-490
| -13% | -$36.5K | 0.02% | 469 |
|
|
2015
Q2 | $302K | Hold |
3,920
| – | – | 0.02% | 431 |
|
|
2015
Q1 | $288K | Sell |
3,920
-200
| -5% | -$15K | 0.02% | 433 |
|
|
2014
Q4 | $323K | Buy |
4,120
+32
| +0.8% | +$2.4K | 0.03% | 406 |
|
|
2014
Q3 | $301K | Hold |
4,088
| – | – | 0.03% | 409 |
|
|
2014
Q2 | $275K | Sell |
4,088
-1,596
| -28% | -$105K | 0.03% | 421 |
|
|
2014
Q1 | $395K | Buy |
5,684
+1,596
| +39% | +$110K | 0.04% | 327 |
|
|
2013
Q4 | $300K | Hold |
4,088
| – | – | 0.03% | 367 |
|
|
2013
Q3 | $269K | Hold |
4,088
| – | – | 0.03% | 379 |
|
|
2013
Q2 | $267K | Buy |
+4,088
| New | +$254K | 0.03% | 370 |
|
Other funds holding STT
VCM
VPM
ROTUOC
KCM Investment Advisors's STT Position: Q1 2026 in Review
KCM Investment Advisors increased its State Street (STT) stake by 3.1% in Q1 2026, buying an estimated $7.03K and bringing the position to 1,842 shares worth $233K. The position accounts for 0.01% of the portfolio, ranked #365.
KCM Investment Advisors first reported a position in STT in Q2 2013 and has held it in 48 quarters since. The position peaked at $1.16M in Q4 2021. 1,129 funds tracked by Wall St. Rank hold STT as of Q1 2026.
- KCM Investment Advisors held 1,842 shares of State Street worth $233K as of Q1 2026.
- KCM Investment Advisors bought 55 State Street shares in Q1 2026, an estimated $7.03K.
- State Street made up 0.01% of KCM Investment Advisors's portfolio in Q1 2026, its #365 holding.
- KCM Investment Advisors first reported a position in State Street in Q2 2013 and has held it in 48 quarters since.
- KCM Investment Advisors's State Street position peaked at $1.16M in Q4 2021.
- 1,129 funds tracked by Wall St. Rank held State Street as of Q1 2026.
Based on KCM Investment Advisors's 13F filing for Q1 2026, filed 15 May 2026.