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MONECO Advisors’s State Street STT Stock Holding History

MONECO 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 		– Sell
-3,213
Closed -$414K – 543
2025
Q4 		$414K Sell
3,213
-2
-0.1% -$239 0.03% 334
2025
Q3 		$373K Buy
+3,215
New +$359K 0.03% 357
2025
Q1 		– Sell
-17,732
Closed -$1.74M – 491
2024
Q4 		$1.74M Buy
+17,732
New +$1.68M 0.18% 118

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

MONECO Advisors's STT Position: Q1 2026 in Review

MONECO Advisors sold out of State Street (STT) in Q1 2026, closing a stake of 3,213 shares — an estimated $414K sold.

MONECO Advisors first reported a position in STT in Q4 2024 and held it in 3 quarters. The position peaked at $1.74M in Q4 2024. 1,129 funds tracked by Wall St. Rank hold STT as of Q1 2026.

  • MONECO Advisors reported no remaining State Street position as of Q1 2026 after selling out during the quarter.
  • MONECO Advisors sold 3,213 State Street shares in Q1 2026, an estimated $414K.
  • MONECO Advisors first reported a position in State Street in Q4 2024 and held it in 3 quarters.
  • MONECO Advisors's State Street position peaked at $1.74M in Q4 2024.
  • 1,129 funds tracked by Wall St. Rank held State Street as of Q1 2026.

Based on MONECO Advisors's 13F filing for Q1 2026, filed 8 May 2026.