Mirabella Financial Services’s State Street STT Stock Holding History

Mirabella Financial Services’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	–	Sell	-5,289	Closed	-$682K	–	1163
2025 Q4	$682K	Buy	+5,289	New	+$633K	0.06%	175
2023 Q3	–	Sell	-6,961	Closed	-$509K	–	607
2023 Q2	$509K	Buy	+6,961	New	+$500K	0.06%	293
2022 Q3	–	Sell	-3,660	Closed	-$225K	–	532
2022 Q2	$225K	Buy	+3,660	New	+$259K	0.02%	403
2022 Q1	–	Sell	-3,212	Closed	-$299K	–	680
2021 Q4	$299K	Buy	+3,212	New	+$303K	0.03%	297
2021 Q3	–	Sell	-17,558	Closed	-$4.15M	–	537
2021 Q2	$4.15M	Buy	+17,558	New	+$1.48M	0.74%	40
2021 Q1	–	Sell	-34,845	Closed	-$7.4M	–	405
2020 Q4	$7.4M	Buy	+34,845	New	+$2.37M	0.92%	23
2020 Q3	–	Sell	-4,229	Closed	-$269K	–	428
2020 Q2	$269K	Buy	+4,229	New	+$255K	0.06%	130

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

Mirabella Financial Services's STT Position: Q1 2026 in Review

Mirabella Financial Services sold out of State Street (STT) in Q1 2026, closing a stake of 5,289 shares — an estimated $682K sold.

Mirabella Financial Services first reported a position in STT in Q2 2020 and held it in 7 quarters. The position peaked at $7.4M in Q4 2020. 1,129 funds tracked by Wall St. Rank hold STT as of Q1 2026.

Mirabella Financial Services reported no remaining State Street position as of Q1 2026 after selling out during the quarter.
Mirabella Financial Services sold 5,289 State Street shares in Q1 2026, an estimated $682K.
Mirabella Financial Services first reported a position in State Street in Q2 2020 and held it in 7 quarters.
Mirabella Financial Services's State Street position peaked at $7.4M in Q4 2020.
1,129 funds tracked by Wall St. Rank held State Street as of Q1 2026.

Based on Mirabella Financial Services's 13F filing for Q1 2026, filed 12 May 2026.