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 Q2	$301K	Sell	1,773 -25	-1%	-$3.85K	0.01%	792
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 New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 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 Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Kovack Advisors's STT Position: Q2 2026 in Review

Kovack Advisors reduced its State Street (STT) stake by 1.4% in Q2 2026, selling an estimated $3.85K and leaving 1,773 shares worth $301K. The position accounts for 0.01% of the portfolio, ranked #792.

Kovack Advisors first reported a position in STT in Q4 2025 and has held it in 3 quarters since. 1,258 funds tracked by Wall St. Rank hold STT as of Q2 2026.

Kovack Advisors held 1,773 shares of State Street worth $301K as of Q2 2026.
Kovack Advisors sold 25 State Street shares in Q2 2026, an estimated $3.85K.
State Street made up 0.01% of Kovack Advisors's portfolio in Q2 2026, its #792 holding.
Kovack Advisors first reported a position in State Street in Q4 2025 and has held it in 3 quarters since.
1,258 funds tracked by Wall St. Rank held State Street as of Q2 2026.

Based on Kovack Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.