Kingsview Wealth Management’s State Street STT Stock Holding History

Kingsview 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	$1.97M	Buy	11,637 +693	+6%	+$107K	0.02%	566
2026 Q1	$1.39M	Buy	10,944 +6,505	+147%	+$832K	0.02%	589
2025 Q4	$573K	Buy	4,439 +35	+0.8%	+$4.19K	0.01%	798
2025 Q3	$511K	Buy	4,404 +1,918	+77%	+$214K	0.01%	797
2025 Q2	$264K	Buy	2,486 +74	+3%	+$6.84K	﹤0.01%	992
2025 Q1	$216K	Sell	2,412 -255	-10%	-$24.4K	﹤0.01%	1013
2024 Q4	$262K	Buy	2,667 +211	+9%	+$20K	0.01%	960
2024 Q3	$217K	Buy	+2,456	New	+$203K	﹤0.01%	1011
2017 Q2	–	Sell	-247	Closed	-$20K	–	385
2017 Q1	$20K	Buy	+247	New	+$19.6K	0.01%	238

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

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

Kingsview Wealth Management increased its State Street (STT) stake by 6.3% in Q2 2026, buying an estimated $107K and bringing the position to 11,637 shares worth $1.97M. The position accounts for 0.02% of the portfolio, ranked #566.

Kingsview Wealth Management first reported a position in STT in Q1 2017 and has held it in 9 quarters since. 1,250 funds tracked by Wall St. Rank hold STT as of Q2 2026.

Kingsview Wealth Management held 11,637 shares of State Street worth $1.97M as of Q2 2026.
Kingsview Wealth Management bought 693 State Street shares in Q2 2026, an estimated $107K.
State Street made up 0.02% of Kingsview Wealth Management's portfolio in Q2 2026, its #566 holding.
Kingsview Wealth Management first reported a position in State Street in Q1 2017 and has held it in 9 quarters since.
1,250 funds tracked by Wall St. Rank held State Street as of Q2 2026.

Based on Kingsview Wealth Management's 13F filing for Q2 2026, filed 19 Aug 2026.