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Mission Wealth Management’s State Street STT Stock Holding History

Mission 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
Q2 		$422K Buy
2,490
+844
+51% +$130K 0.01% 747
2026
Q1 		$208K Buy
1,646
+50
+3% +$6.39K ﹤0.01% 698
2025
Q4 		$206K Buy
+1,596
New +$191K ﹤0.01% 698
2020
Q1 		– Sell
-4,345
Closed -$344K – 344
2019
Q4 		$344K Buy
4,345
+442
+11% +$31.1K 0.03% 231
2019
Q3 		$231K Sell
3,903
-424
-10% -$23.5K 0.02% 282
2019
Q2 		$243K Buy
4,327
+162
+4% +$10.1K 0.03% 267
2019
Q1 		$274K Buy
+4,165
New +$289K 0.03% 242

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

Mission Wealth Management's STT Position: Q2 2026 in Review

Mission Wealth Management increased its State Street (STT) stake by 51% in Q2 2026, buying an estimated $130K and bringing the position to 2,490 shares worth $422K. The position accounts for 0.01% of the portfolio, ranked #747.

Mission Wealth Management first reported a position in STT in Q1 2019 and has held it in 7 quarters since. 247 funds tracked by Wall St. Rank hold STT as of Q2 2026.

  • Mission Wealth Management held 2,490 shares of State Street worth $422K as of Q2 2026.
  • Mission Wealth Management bought 844 State Street shares in Q2 2026, an estimated $130K.
  • State Street made up 0.01% of Mission Wealth Management's portfolio in Q2 2026, its #747 holding.
  • Mission Wealth Management first reported a position in State Street in Q1 2019 and has held it in 7 quarters since.
  • 247 funds tracked by Wall St. Rank held State Street as of Q2 2026.

Based on Mission Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.