Laurie J. Hall Trustee’s State Street STT Stock Holding History

Laurie J. Hall Trustee’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	$2.53M	Sell	14,906 -65	-0.4%	-$10K	0.79%	38
2026 Q1	$1.89M	Sell	14,971 -75	-0.5%	-$9.59K	0.67%	46
2025 Q4	$1.94M	Sell	15,046 -429	-3%	-$51.4K	0.65%	45
2025 Q3	$1.8M	Sell	15,475 -50	-0.3%	-$5.58K	0.59%	49
2025 Q2	$1.65M	Hold	15,525	–	–	0.55%	50
2025 Q1	$1.39M	Sell	15,525 -1,854	-11%	-$177K	0.5%	54
2024 Q4	$1.71M	Sell	17,379 -75	-0.4%	-$7.1K	0.56%	51
2024 Q3	$1.54M	Buy	17,454 +3,249	+23%	+$268K	0.49%	56
2024 Q2	$1.05M	Sell	14,205 -485	-3%	-$36.1K	0.37%	59
2024 Q1	$1.14M	Sell	14,690 -960	-6%	-$71.2K	0.4%	56
2023 Q4	$1.21M	Sell	15,650 -775	-5%	-$54K	0.46%	50
2023 Q3	$1.1M	Sell	16,425 -538	-3%	-$37.9K	0.47%	54
2023 Q2	$1.24M	Sell	16,963 -1,772	-9%	-$127K	0.49%	50
2023 Q1	$1.42M	Sell	18,735 -375	-2%	-$31.6K	0.6%	45
2022 Q4	$1.48M	Sell	19,110 -425	-2%	-$31.3K	0.67%	46
2022 Q3	$1.19M	Sell	19,535 -200	-1%	-$13.7K	0.59%	49
2022 Q2	$1.22M	Sell	19,735 -2,925	-13%	-$207K	0.57%	49
2022 Q1	$1.97M	Sell	22,660 -800	-3%	-$74.1K	0.76%	42
2021 Q4	$2.18M	Sell	23,460 -271	-1%	-$25.5K	0.77%	42
2021 Q3	$2.01M	Sell	23,731 -275	-1%	-$23.9K	0.78%	45
2021 Q2	$1.98M	Sell	24,006 -1,000	-4%	-$84.4K	0.75%	45
2021 Q1	$2.1M	Sell	25,006 -1,340	-5%	-$104K	0.81%	46
2020 Q4	$1.92M	Sell	26,346 -1,750	-6%	-$119K	0.78%	45
2020 Q3	$1.67M	Buy	+28,096	New	+$1.82M	0.75%	45
2019 Q4	$2.35M	Hold	29,738	–	–	1.09%	31
2019 Q3	$1.76M	Sell	29,738 -200	-0.7%	-$11.1K	0.9%	36
2019 Q2	$1.68M	Sell	29,938 -400	-1%	-$24.9K	0.87%	36
2019 Q1	$2M	Hold	30,338	–	–	1.05%	29
2018 Q4	$2.11M	Sell	30,338 -1,060	-3%	-$75.9K	1.16%	28
2018 Q3	$2.63M	Sell	31,398 -215	-0.7%	-$18.9K	1.39%	18
2018 Q2	$2.94M	Sell	31,613 -300	-0.9%	-$29.7K	1.69%	15
2018 Q1	$3.18M	Hold	31,913	–	–	1.94%	14
2017 Q4	$3.11M	Sell	31,913 -475	-1%	-$45.4K	1.77%	17
2017 Q3	$3.09M	Sell	32,388 -1,163	-3%	-$108K	1.93%	15
2017 Q2	$3.01M	Sell	33,551 -1,211	-3%	-$101K	1.92%	14
2017 Q1	$2.73M	Sell	34,762 -375	-1%	-$29.7K	1.74%	16
2016 Q4	$2.9M	Buy	+35,137	New	+$2.64M	1.85%	12
2016 Q2	$2.1M	Hold	39,237	–	–	1.37%	20
2016 Q1	$2.43M	Sell	39,237 -340	-0.9%	-$19.3K	1.53%	16
2015 Q4	$2.24M	Sell	39,577 -159	-0.4%	-$11K	1.61%	17
2015 Q3	$2.67M	Sell	39,736 -775	-2%	-$57.7K	2.13%	14
2015 Q2	$3.12M	Sell	40,511 -19	-0%	-$1.48K	2.27%	13
2015 Q1	$2.98M	Hold	40,530	–	–	2.17%	14
2014 Q4	$3.18M	Hold	40,530	–	–	2.27%	13
2014 Q3	$2.98M	Sell	40,530 -300	-0.7%	-$21.4K	2.24%	12
2014 Q2	$2.75M	Sell	40,830 -452	-1%	-$29.7K	2.06%	14
2014 Q1	$2.87M	Sell	41,282 -200	-0.5%	-$13.8K	2.22%	13
2013 Q4	$3.04M	Sell	41,482 -190	-0.5%	-$13.3K	2.34%	13
2013 Q3	$2.74M	Sell	41,672 -1,076	-3%	-$73.6K	2.31%	13
2013 Q2	$2.79M	Buy	+42,748	New	+$2.66M	2.46%	10

Other funds holding STT

AAMU

AEGON Asset Management (UK) Edinburgh, United Kingdom $9.38B AUM 48.94% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

WCM

Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return

GGI

Godsey & Gibb Inc Richmond, Virginia $1.22B AUM 27.93% 1-Year Est. Return

Arbejdsmarkedets Tillaegspension Hilleroed $4.6B AUM

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Burney Company Reston, Virginia $3.71B AUM 37.66% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

ACM

Argent Capital Management St Louis, Missouri $3.17B AUM 36.16% 1-Year Est. Return

Woodstock Corp Boston, Massachusetts $1.2B AUM 26.37% 1-Year Est. Return

Laurie J. Hall Trustee's STT Position: Q2 2026 in Review

Laurie J. Hall Trustee reduced its State Street (STT) stake by 0.43% in Q2 2026, selling an estimated $10K and leaving 14,906 shares worth $2.53M. The position accounts for 0.79% of the portfolio, ranked #38.

Laurie J. Hall Trustee first reported a position in STT in Q2 2013 and has held it in 50 quarters since. The position peaked at $3.18M in Q1 2018. 182 funds tracked by Wall St. Rank hold STT as of Q2 2026.

Laurie J. Hall Trustee held 14,906 shares of State Street worth $2.53M as of Q2 2026.
Laurie J. Hall Trustee sold 65 State Street shares in Q2 2026, an estimated $10K.
State Street made up 0.79% of Laurie J. Hall Trustee's portfolio in Q2 2026, its #38 holding.
Laurie J. Hall Trustee first reported a position in State Street in Q2 2013 and has held it in 50 quarters since.
Laurie J. Hall Trustee's State Street position peaked at $3.18M in Q1 2018.
182 funds tracked by Wall St. Rank held State Street as of Q2 2026.

Based on Laurie J. Hall Trustee's 13F filing for Q2 2026, filed 9 Jul 2026.