Level Four Advisory Services’s State Street STT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$228K Buy
+1,345
New +$207K 0.01% 850
2018
Q4
Sell
-2,453
Closed -$206K 570
2018
Q3
$206K Buy
2,453
+81
+3% +$7.12K 0.02% 555
2018
Q2
$221K Buy
+2,372
New +$235K 0.02% 560

Other funds holding STT

Level Four Advisory Services's STT Position: Q2 2026 in Review

Level Four Advisory Services opened a new position in State Street (STT) in Q2 2026: 1,345 shares worth $228K. The stake represents 0.01% of the portfolio and ranks #850 among its holdings. This is a return to the name: Level Four Advisory Services previously reported a position in STT as recently as Q3 2018.

Level Four Advisory Services first reported a position in STT in Q2 2018 and has held it in 3 quarters since. 1,257 funds tracked by Wall St. Rank hold STT as of Q2 2026.

  • Level Four Advisory Services held 1,345 shares of State Street worth $228K as of Q2 2026.
  • State Street was a new Level Four Advisory Services position in Q2 2026.
  • State Street made up 0.01% of Level Four Advisory Services's portfolio in Q2 2026, its #850 holding.
  • Level Four Advisory Services first reported a position in State Street in Q2 2018 and has held it in 3 quarters since.
  • 1,257 funds tracked by Wall St. Rank held State Street as of Q2 2026.

Based on Level Four Advisory Services's 13F filing for Q2 2026, filed 10 Aug 2026.