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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
Q2 		$2.62M Buy
15,476
+657
+4% +$101K 0.11% 213
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 $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Kingswood Wealth Advisors's STT Position: Q2 2026 in Review

Kingswood Wealth Advisors increased its State Street (STT) stake by 4.4% in Q2 2026, buying an estimated $101K and bringing the position to 15,476 shares worth $2.62M. The position accounts for 0.11% of the portfolio, ranked #213.

Kingswood Wealth Advisors first reported a position in STT in Q3 2024 and has held it in 8 quarters since. 1,260 funds tracked by Wall St. Rank hold STT as of Q2 2026.

  • Kingswood Wealth Advisors held 15,476 shares of State Street worth $2.62M as of Q2 2026.
  • Kingswood Wealth Advisors bought 657 State Street shares in Q2 2026, an estimated $101K.
  • State Street made up 0.11% of Kingswood Wealth Advisors's portfolio in Q2 2026, its #213 holding.
  • Kingswood Wealth Advisors first reported a position in State Street in Q3 2024 and has held it in 8 quarters since.
  • 1,260 funds tracked by Wall St. Rank held State Street as of Q2 2026.

Based on Kingswood Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.