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Kovack Advisors’s State Street STT Stock Holding History

Kovack 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 		$229K Sell
1,798
-23
-1% -$2.94K 0.01% 872
2025
Q4 		$235K Buy
+1,821
New +$218K 0.01% 878

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

Kovack Advisors's STT Position: Q1 2026 in Review

Kovack Advisors reduced its State Street (STT) stake by 1.3% in Q1 2026, selling an estimated $2.94K and leaving 1,798 shares worth $229K. The position accounts for 0.01% of the portfolio, ranked #872.

Kovack Advisors first reported a position in STT in Q4 2025 and has held it in 2 quarters since. The position peaked at $235K in Q4 2025. 1,129 funds tracked by Wall St. Rank hold STT as of Q1 2026.

  • Kovack Advisors held 1,798 shares of State Street worth $229K as of Q1 2026.
  • Kovack Advisors sold 23 State Street shares in Q1 2026, an estimated $2.94K.
  • State Street made up 0.01% of Kovack Advisors's portfolio in Q1 2026, its #872 holding.
  • Kovack Advisors first reported a position in State Street in Q4 2025 and has held it in 2 quarters since.
  • Kovack Advisors's State Street position peaked at $235K in Q4 2025.
  • 1,129 funds tracked by Wall St. Rank held State Street as of Q1 2026.

Based on Kovack Advisors's 13F filing for Q1 2026, filed 13 May 2026.