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Kingswood Wealth Advisors’s State Street STT Stock Holding History

Kingswood Wealth Advisors’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
Q1 		$1.88M Sell
14,819
-115
-0.8% -$14.7K 0.09% 249
2025
Q4 		$1.93M Buy
14,934
+175
+1% +$21K 0.09% 220
2025
Q3 		$1.71M Buy
14,759
+134
+0.9% +$15K 0.1% 206
2025
Q2 		$1.56M Hold
14,625
– – 0.12% 179
2025
Q1 		$1.31M Buy
14,625
+100
+0.7% +$9.55K 0.12% 203
2024
Q4 		$1.43M Buy
14,525
+50
+0.3% +$4.74K 0.11% 203
2024
Q3 		$1.28M Buy
+14,475
New +$1.19M 0.09% 245

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

Kingswood Wealth Advisors's STT Position: Q1 2026 in Review

Kingswood Wealth Advisors reduced its State Street (STT) stake by 0.77% in Q1 2026, selling an estimated $14.7K and leaving 14,819 shares worth $1.88M. The position accounts for 0.09% of the portfolio, ranked #249.

Kingswood Wealth Advisors first reported a position in STT in Q3 2024 and has held it in 7 quarters since. The position peaked at $1.93M in Q4 2025. 1,129 funds tracked by Wall St. Rank hold STT as of Q1 2026.

  • Kingswood Wealth Advisors held 14,819 shares of State Street worth $1.88M as of Q1 2026.
  • Kingswood Wealth Advisors sold 115 State Street shares in Q1 2026, an estimated $14.7K.
  • State Street made up 0.09% of Kingswood Wealth Advisors's portfolio in Q1 2026, its #249 holding.
  • Kingswood Wealth Advisors first reported a position in State Street in Q3 2024 and has held it in 7 quarters since.
  • Kingswood Wealth Advisors's State Street position peaked at $1.93M in Q4 2025.
  • 1,129 funds tracked by Wall St. Rank held State Street as of Q1 2026.

Based on Kingswood Wealth Advisors's 13F filing for Q1 2026, filed 28 Apr 2026.