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LVW Advisors’s State Street STT Stock Holding History

LVW Advisors’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 		$1.57M Buy
9,282
+962
+12% +$148K 0.14% 90
2026
Q1 		$1.05M Buy
8,320
+2,715
+48% +$347K 0.1% 113
2025
Q4 		$723K Buy
5,605
+96
+2% +$11.5K 0.07% 129
2025
Q3 		$639K Buy
5,509
+351
+7% +$39.2K 0.07% 155
2025
Q2 		$549K Sell
5,158
-262
-5% -$24.2K 0.06% 181
2025
Q1 		$485K Sell
5,420
-210
-4% -$20.1K 0.06% 175
2024
Q4 		$553K Sell
5,630
-801
-12% -$75.9K 0.07% 175
2024
Q3 		$569K Buy
6,431
+192
+3% +$15.8K 0.07% 173
2024
Q2 		$462K Buy
6,239
+974
+18% +$72.6K 0.07% 185
2024
Q1 		$407K Buy
5,265
+1,004
+24% +$74.5K 0.07% 194
2023
Q4 		$330K Buy
+4,261
New +$297K 0.06% 197

Other funds holding STT

Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
MC
Metropolis Capital Amersham, United Kingdom $3.45B AUM 1.26% 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
Wealth Enhancement Advisory Services
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
AT
Arbejdsmarkedets Tillaegspension Hilleroed $4.6B AUM
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
AIA
Allied Investment Advisors Billings, Montana $797M AUM 23.9% 1-Year Est. Return

LVW Advisors's STT Position: Q2 2026 in Review

LVW Advisors increased its State Street (STT) stake by 12% in Q2 2026, buying an estimated $148K and bringing the position to 9,282 shares worth $1.57M. The position accounts for 0.14% of the portfolio, ranked #90.

LVW Advisors first reported a position in STT in Q4 2023 and has held it in 11 quarters since. 255 funds tracked by Wall St. Rank hold STT as of Q2 2026.

  • LVW Advisors held 9,282 shares of State Street worth $1.57M as of Q2 2026.
  • LVW Advisors bought 962 State Street shares in Q2 2026, an estimated $148K.
  • State Street made up 0.14% of LVW Advisors's portfolio in Q2 2026, its #90 holding.
  • LVW Advisors first reported a position in State Street in Q4 2023 and has held it in 11 quarters since.
  • 255 funds tracked by Wall St. Rank held State Street as of Q2 2026.

Based on LVW Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.