Mascoma Wealth Management’s State Street STT Stock Holding History

Mascoma 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 Q1	$14.4K	Buy	114 +14	+14%	+$1.79K	﹤0.01%	288
2025 Q4	$12.9K	Hold	100	–	–	﹤0.01%	295
2025 Q3	$11.6K	Hold	100	–	–	﹤0.01%	314
2025 Q2	$10.6K	Hold	100	–	–	﹤0.01%	316
2025 Q1	$8.95K	Hold	100	–	–	﹤0.01%	344
2024 Q4	$9.81K	Hold	100	–	–	﹤0.01%	351
2024 Q3	$8.85K	Hold	100	–	–	﹤0.01%	335
2024 Q2	$7.4K	Hold	100	–	–	﹤0.01%	365
2024 Q1	$7.73K	Hold	100	–	–	﹤0.01%	339
2023 Q4	$7.75K	Sell	100 -12	-11%	-$837	﹤0.01%	342
2023 Q3	$7.5K	Buy	112 +12	+12%	+$846	﹤0.01%	348
2023 Q2	$7.27K	Hold	100	–	–	﹤0.01%	348
2023 Q1	$7.23K	Sell	100 -100	-50%	-$8.42K	﹤0.01%	437
2022 Q4	$15.5K	Hold	200	–	–	﹤0.01%	363
2022 Q3	$12K	Hold	200	–	–	﹤0.01%	382
2022 Q2	$12K	Hold	200	–	–	﹤0.01%	399
2022 Q1	$17K	Hold	200	–	–	0.01%	389
2021 Q4	$19K	Hold	200	–	–	0.01%	337
2021 Q3	$17K	Buy	+200	New	+$17.4K	0.01%	309
2021 Q2	–	Sell	-200	Closed	-$17K	–	381
2021 Q1	$17K	Buy	+200	New	+$15.5K	0.01%	313
2019 Q3	–	Sell	-100	Closed	-$6K	–	296
2019 Q2	$6K	Hold	100	–	–	﹤0.01%	291
2019 Q1	$7K	Hold	100	–	–	﹤0.01%	287
2018 Q4	$6K	Hold	100	–	–	﹤0.01%	289
2018 Q3	$8K	Sell	100 -380	-79%	-$33.4K	0.01%	298
2018 Q2	$45K	Hold	480	–	–	0.03%	161
2018 Q1	$48K	Hold	480	–	–	0.03%	154
2017 Q4	$52K	Hold	480	–	–	0.03%	143
2017 Q3	$46K	Hold	480	–	–	0.03%	154
2017 Q2	$43K	Hold	480	–	–	0.03%	166
2017 Q1	$38K	Hold	480	–	–	0.03%	162
2016 Q4	$37K	Buy	+480	New	+$36.1K	0.03%	168

Other funds holding STT

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

ROTUOC

Regents of the University of California Oakland, California $3.01B AUM 11.91% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

Mascoma Wealth Management's STT Position: Q1 2026 in Review

Mascoma Wealth Management increased its State Street (STT) stake by 14% in Q1 2026, buying an estimated $1.79K and bringing the position to 114 shares worth $14.4K. The position accounts for ﹤0.01% of the portfolio, ranked #288.

Mascoma Wealth Management first reported a position in STT in Q4 2016 and has held it in 31 quarters since. The position peaked at $52K in Q4 2017. 1,129 funds tracked by Wall St. Rank hold STT as of Q1 2026.

Mascoma Wealth Management held 114 shares of State Street worth $14.4K as of Q1 2026.
Mascoma Wealth Management bought 14 State Street shares in Q1 2026, an estimated $1.79K.
State Street made up ﹤0.01% of Mascoma Wealth Management's portfolio in Q1 2026, its #288 holding.
Mascoma Wealth Management first reported a position in State Street in Q4 2016 and has held it in 31 quarters since.
Mascoma Wealth Management's State Street position peaked at $52K in Q4 2017.
1,129 funds tracked by Wall St. Rank held State Street as of Q1 2026.

Based on Mascoma Wealth Management's 13F filing for Q1 2026, filed 30 Apr 2026.