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Medallion Wealth Advisors’s State Street STT Stock Holding History

Medallion Wealth 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
Q1 		$1.49M Hold
11,787
– – 0.49% 52
2025
Q4 		$1.52M Hold
11,787
– – 0.51% 52
2025
Q3 		$1.37M Hold
11,787
– – 0.49% 49
2025
Q2 		$1.26M Hold
11,787
– – 0.49% 47
2025
Q1 		$1.05M Hold
11,787
– – 0.48% 48
2024
Q4 		$1.16M Buy
+11,787
New +$1.12M 0.57% 40

Other funds holding STT

BlackRock
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
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
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
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

Medallion Wealth Advisors's STT Position: Q1 2026 in Review

Medallion Wealth Advisors held its State Street (STT) position steady in Q1 2026 at 11,787 shares worth $1.49M. The position accounts for 0.49% of the portfolio, ranked #52.

Medallion Wealth Advisors first reported a position in STT in Q4 2024 and has held it in 6 quarters since. The position peaked at $1.52M in Q4 2025. 1,130 funds tracked by Wall St. Rank hold STT as of Q1 2026.

  • Medallion Wealth Advisors held 11,787 shares of State Street worth $1.49M as of Q1 2026.
  • Medallion Wealth Advisors left its State Street share count unchanged in Q1 2026.
  • State Street made up 0.49% of Medallion Wealth Advisors's portfolio in Q1 2026, its #52 holding.
  • Medallion Wealth Advisors first reported a position in State Street in Q4 2024 and has held it in 6 quarters since.
  • Medallion Wealth Advisors's State Street position peaked at $1.52M in Q4 2025.
  • 1,130 funds tracked by Wall St. Rank held State Street as of Q1 2026.

Based on Medallion Wealth Advisors's 13F filing for Q1 2026, filed 24 Apr 2026.