MHR
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Matthew Hamilton Rosenberg’s State Street STT Stock Holding History

Matthew Hamilton Rosenberg’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
Q3 		– Sell
-35
Closed -$5.88K – 829
2026
Q2 		$5.88K Hold
35
– – ﹤0.01% 678
2026
Q1 		$4.39K Hold
35
– – ﹤0.01% 688
2025
Q4 		$4.47K Hold
35
– – ﹤0.01% 697
2025
Q3 		$4.02K Hold
35
– – ﹤0.01% 712
2025
Q2 		$3.69K Hold
35
– – ﹤0.01% 745
2025
Q1 		$3.1K Hold
35
– – ﹤0.01% 739
2024
Q4 		$3.4K Sell
35
-46
-57% -$4.36K ﹤0.01% 719
2024
Q3 		$7.14K Hold
81
– – ﹤0.01% 659
2024
Q2 		$5.93K Hold
81
– – ﹤0.01% 642
2024
Q1 		$6.23K Buy
81
+1
+1% +$74 ﹤0.01% 669
2023
Q4 		$6.19K Buy
80
+1
+1% +$70 ﹤0.01% 675
2023
Q3 		$5.3K Buy
79
+1
+1% +$71 ﹤0.01% 678
2023
Q2 		$5.74K Hold
78
– – ﹤0.01% 678
2023
Q1 		$5.89K Buy
78
+1
+1% +$84 ﹤0.01% 717
2022
Q4 		$5.99K Buy
77
+1
+1% +$74 ﹤0.01% 708
2022
Q3 		$5K Sell
76
-59
-44% -$4.03K ﹤0.01% 721
2022
Q2 		$9K Buy
135
+1
+0.7% +$71 ﹤0.01% 655
2022
Q1 		$12K Sell
134
-60
-31% -$5.56K ﹤0.01% 610
2021
Q4 		$18K Buy
194
+1
+0.5% +$94 0.01% 540
2021
Q3 		$16K Buy
193
+60
+45% +$5.22K 0.01% 526
2021
Q2 		$11K Buy
133
+1
+0.8% +$84 0.01% 513
2021
Q1 		$11K Buy
132
+1
+0.8% +$77 0.01% 487
2020
Q4 		$10K Buy
131
+1
+0.8% +$68 0.01% 477
2020
Q3 		$8K Buy
130
+1
+0.8% +$65 0.01% 479
2020
Q2 		$8K Buy
+129
New +$7.79K 0.01% 497

Other funds holding STT

FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
ACM
Argent Capital Management St Louis, Missouri $3.14B AUM 31.36% 1-Year Est. Return
AIM
Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
VWM
Valley Wealth Managers Paramus, New Jersey $1.76B AUM 33.82% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
CPBTD
Central Pacific Bank - Trust Division Honolulu, Hawaii $952M AUM 25.15% 1-Year Est. Return
LJHT
Laurie J. Hall Trustee $314M AUM 27.43% 1-Year Est. Return
NRS
Neville Rodie & Shaw New York $1.48B AUM 34.49% 1-Year Est. Return

Matthew Hamilton Rosenberg's STT Position: Q3 2026 in Review

Matthew Hamilton Rosenberg sold out of State Street (STT) in Q3 2026, closing a stake of 35 shares — an estimated $5.88K sold.

Matthew Hamilton Rosenberg first reported a position in STT in Q2 2020 and held it in 25 quarters. The position peaked at $18K in Q4 2021. 58 funds tracked by Wall St. Rank hold STT as of Q3 2026.

  • Matthew Hamilton Rosenberg reported no remaining State Street position as of Q3 2026 after selling out during the quarter.
  • Matthew Hamilton Rosenberg sold 35 State Street shares in Q3 2026, an estimated $5.88K.
  • Matthew Hamilton Rosenberg first reported a position in State Street in Q2 2020 and held it in 25 quarters.
  • Matthew Hamilton Rosenberg's State Street position peaked at $18K in Q4 2021.
  • 58 funds tracked by Wall St. Rank held State Street as of Q3 2026.

Based on Matthew Hamilton Rosenberg's 13F filing for Q3 2026, filed 5 Oct 2026.