Larson Financial Group’s State Street STT Stock Holding History

Larson Financial Group’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	$166K	Buy	1,311 +346	+36%	+$44.3K	0.01%	776
2025 Q4	$125K	Sell	965 -28	-3%	-$3.35K	﹤0.01%	856
2025 Q3	$115K	Buy	993 +171	+21%	+$19.1K	﹤0.01%	860
2025 Q2	$87.5K	Buy	822 +415	+102%	+$38.4K	﹤0.01%	893
2025 Q1	$36.5K	Buy	407 +118	+41%	+$11.3K	﹤0.01%	1144
2024 Q4	$28.4K	Buy	289 +28	+11%	+$2.65K	﹤0.01%	1089
2024 Q3	$23.1K	Buy	261 +257	+6,425%	+$21.2K	﹤0.01%	1148
2024 Q2	$312	Hold	4	–	–	﹤0.01%	1955
2024 Q1	$323	Hold	4	–	–	﹤0.01%	1598
2023 Q4	$321	Hold	4	–	–	﹤0.01%	1617
2023 Q3	$274	Hold	4	–	–	﹤0.01%	1616
2023 Q2	$297	Hold	4	–	–	﹤0.01%	1483
2023 Q1	$305	Hold	4	–	–	﹤0.01%	1446
2022 Q4	$310	Buy	+4	New	+$295	﹤0.01%	1403

Other funds holding STT

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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 Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

Larson Financial Group's STT Position: Q1 2026 in Review

Larson Financial Group increased its State Street (STT) stake by 36% in Q1 2026, buying an estimated $44.3K and bringing the position to 1,311 shares worth $166K. The position accounts for 0.01% of the portfolio, ranked #776.

Larson Financial Group first reported a position in STT in Q4 2022 and has held it in 14 quarters since. 1,129 funds tracked by Wall St. Rank hold STT as of Q1 2026.

Larson Financial Group held 1,311 shares of State Street worth $166K as of Q1 2026.
Larson Financial Group bought 346 State Street shares in Q1 2026, an estimated $44.3K.
State Street made up 0.01% of Larson Financial Group's portfolio in Q1 2026, its #776 holding.
Larson Financial Group first reported a position in State Street in Q4 2022 and has held it in 14 quarters since.
1,129 funds tracked by Wall St. Rank held State Street as of Q1 2026.

Based on Larson Financial Group's 13F filing for Q1 2026, filed 15 May 2026.