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Lorne Steinberg Wealth Management’s State Street STT Stock Holding History

Lorne Steinberg Wealth Management’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 		$6.73M Buy
39,695
+810
+2% +$125K 1.38% 33
2026
Q1 		$4.92M Sell
38,885
-160
-0.4% -$20.5K 1.17% 39
2025
Q4 		$5.04M Sell
39,045
-40
-0.1% -$4.79K 1.16% 39
2025
Q3 		$4.53M Sell
39,085
-170
-0.4% -$19K 1.09% 42
2025
Q2 		$4.17M Sell
39,255
-240
-0.6% -$22.2K 1.09% 41
2025
Q1 		$3.54M Buy
39,495
+105
+0.3% +$10K 1.03% 44
2024
Q4 		$3.87M Sell
39,390
-10
-0% -$947 1.12% 42
2024
Q3 		$3.49M Sell
39,400
-270
-0.7% -$22.3K 1.01% 46
2024
Q2 		$2.94M Buy
39,670
+405
+1% +$30.2K 0.94% 48
2024
Q1 		$3.04M Buy
39,265
+120
+0.3% +$8.9K 0.95% 49
2023
Q4 		$3.03M Buy
39,145
+370
+1% +$25.8K 1.02% 47
2023
Q3 		$2.6M Buy
38,775
+7,485
+24% +$528K 1% 47
2023
Q2 		$2.29M Sell
31,290
-40
-0.1% -$2.88K 0.86% 50
2023
Q1 		$2.37M Buy
31,330
+110
+0.4% +$9.26K 0.95% 49
2022
Q4 		$2.42M Buy
31,220
+125
+0.4% +$9.21K 1.04% 45
2022
Q3 		$1.89M Buy
+31,095
New +$2.13M 0.92% 48

Other funds holding STT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
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
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Lorne Steinberg Wealth Management's STT Position: Q2 2026 in Review

Lorne Steinberg Wealth Management increased its State Street (STT) stake by 2.1% in Q2 2026, buying an estimated $125K and bringing the position to 39,695 shares worth $6.73M. The position accounts for 1.38% of the portfolio, ranked #33.

Lorne Steinberg Wealth Management first reported a position in STT in Q3 2022 and has held it in 16 quarters since. 1,248 funds tracked by Wall St. Rank hold STT as of Q2 2026.

  • Lorne Steinberg Wealth Management held 39,695 shares of State Street worth $6.73M as of Q2 2026.
  • Lorne Steinberg Wealth Management bought 810 State Street shares in Q2 2026, an estimated $125K.
  • State Street made up 1.38% of Lorne Steinberg Wealth Management's portfolio in Q2 2026, its #33 holding.
  • Lorne Steinberg Wealth Management first reported a position in State Street in Q3 2022 and has held it in 16 quarters since.
  • 1,248 funds tracked by Wall St. Rank held State Street as of Q2 2026.

Based on Lorne Steinberg Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.