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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
2017
Q2 		– Sell
-14,400
Closed -$8K – 384
2017
Q1 		$8K Buy
+14,400
New +$1.14M ﹤0.01% 251

Other funds holding STT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
ROTUOC
Regents of the University of California Oakland, California $3.01B AUM 11.91% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

Kingsview Wealth Management's STT Position: Q1 2026 in Review

Kingsview Wealth Management increased its State Street (STT) stake by 147% in Q1 2026, buying an estimated $832K and bringing the position to 10,944 shares worth $1.39M. The position accounts for 0.02% of the portfolio, ranked #589.

Kingsview Wealth Management first reported a position in STT in Q1 2017 and has held it in 8 quarters since. 1,129 funds tracked by Wall St. Rank hold STT as of Q1 2026.

  • Kingsview Wealth Management held 10,944 shares of State Street worth $1.39M as of Q1 2026.
  • Kingsview Wealth Management bought 6,505 State Street shares in Q1 2026, an estimated $832K.
  • State Street made up 0.02% of Kingsview Wealth Management's portfolio in Q1 2026, its #589 holding.
  • Kingsview Wealth Management first reported a position in State Street in Q1 2017 and has held it in 8 quarters since.
  • 1,129 funds tracked by Wall St. Rank held State Street as of Q1 2026.

Based on Kingsview Wealth Management's 13F filing for Q1 2026, filed 12 May 2026.