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 Q3	$302K	Sell	1,732 -758	-30%	-$140K	﹤0.01%	656
2026 Q2	$422K	Buy	2,490 +844	+51%	+$130K	0.01%	747
2026 Q1	$208K	Buy	1,646 +50	+3%	+$6.4K	﹤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

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Regents of the University of California Oakland, California $6.64B AUM 23.46% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $179B AUM 29.92% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $127B AUM 33.25% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Mission Wealth Management's STT Position: Q3 2026 in Review

Mission Wealth Management reduced its State Street (STT) stake by 30% in Q3 2026, selling an estimated $140K and leaving 1,732 shares worth $302K. The position accounts for ﹤0.01% of the portfolio, ranked #656.

Mission Wealth Management first reported a position in STT in Q1 2019 and has held it in 8 quarters since. The position peaked at $422K in Q2 2026. 872 funds tracked by Wall St. Rank hold STT as of Q3 2026.

Mission Wealth Management held 1,732 shares of State Street worth $302K as of Q3 2026.
Mission Wealth Management sold 758 State Street shares in Q3 2026, an estimated $140K.
State Street made up ﹤0.01% of Mission Wealth Management's portfolio in Q3 2026, its #656 holding.
Mission Wealth Management first reported a position in State Street in Q1 2019 and has held it in 8 quarters since.
Mission Wealth Management's State Street position peaked at $422K in Q2 2026.
872 funds tracked by Wall St. Rank held State Street as of Q3 2026.

Based on Mission Wealth Management's 13F filing for Q3 2026, filed 15 Oct 2026.