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Kohmann Bosshard Financial Services’s State Street STT Stock Holding History

Kohmann Bosshard Financial Services’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
2025
Q1 		– Sell
-423
Closed -$41.5K – 712
2024
Q4 		$41.5K Buy
+423
New +$40.1K 0.01% 352

Other funds holding STT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return

Kohmann Bosshard Financial Services's STT Position: Q1 2025 in Review

Kohmann Bosshard Financial Services sold out of State Street (STT) in Q1 2025, closing a stake of 423 shares — an estimated $41.5K sold.

Kohmann Bosshard Financial Services first reported a position in STT in Q4 2024 and held it in 1 quarter. The position peaked at $41.5K in Q4 2024. 986 funds tracked by Wall St. Rank hold STT as of Q1 2025.

  • Kohmann Bosshard Financial Services reported no remaining State Street position as of Q1 2025 after selling out during the quarter.
  • Kohmann Bosshard Financial Services sold 423 State Street shares in Q1 2025, an estimated $41.5K.
  • Kohmann Bosshard Financial Services first reported a position in State Street in Q4 2024 and held it in 1 quarter.
  • Kohmann Bosshard Financial Services's State Street position peaked at $41.5K in Q4 2024.
  • 986 funds tracked by Wall St. Rank held State Street as of Q1 2025.

Based on Kohmann Bosshard Financial Services's 13F filing for Q1 2025, filed 12 May 2025.