LifeSteps Financial’s State Street STT Stock Holding History

LifeSteps Financial’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	$17K	Buy	+100	New	+$15.4K	0.01%	330

Other funds holding STT

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Metropolis Capital Amersham, United Kingdom $3.45B AUM 1.26% 1-Year Est. Return

FWCM

Ferguson Wellman Capital Management Portland, Oregon $8.19B AUM 30.56% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

AAMU

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

CNAM

Campbell Newman Asset Management Milwaukee, Wisconsin $1.35B AUM 38.87% 1-Year Est. Return

STRS Ohio Columbus, Ohio $26.7B AUM 43.32% 1-Year Est. Return

Verity & Verity Beaufort, South Carolina $1.45B AUM 31.13% 1-Year Est. Return

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

CPC

Cookson Peirce & Co Pittsburgh, Pennsylvania $3.04B AUM 94.11% 1-Year Est. Return

LifeSteps Financial's STT Position: Q2 2026 in Review

LifeSteps Financial opened a new position in State Street (STT) in Q2 2026: 100 shares worth $17K. The stake represents 0.01% of the portfolio and ranks #330 among its holdings.

469 funds tracked by Wall St. Rank hold STT as of Q2 2026.

LifeSteps Financial held 100 shares of State Street worth $17K as of Q2 2026.
State Street was a new LifeSteps Financial position in Q2 2026.
State Street made up 0.01% of LifeSteps Financial's portfolio in Q2 2026, its #330 holding.
469 funds tracked by Wall St. Rank held State Street as of Q2 2026.

Based on LifeSteps Financial's 13F filing for Q2 2026, filed 17 Jul 2026.