Morton Brown Family Wealth’s State Street STT Stock Holding History

Morton Brown Family Wealth’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	$19K	Buy	112 +5	+5%	+$771	﹤0.01%	164
2026 Q1	$13.5K	Hold	107	–	–	﹤0.01%	175
2025 Q4	$13.8K	Hold	107	–	–	﹤0.01%	171
2025 Q3	$12.4K	Hold	107	–	–	﹤0.01%	173
2025 Q2	$11.4K	Hold	107	–	–	﹤0.01%	184
2025 Q1	$9.57K	Buy	+107	New	+$10.2K	﹤0.01%	193
2024 Q1	–	Sell	-106	Closed	-$8.21K	–	286
2023 Q4	$8.21K	Buy	+106	New	+$7.39K	﹤0.01%	192

Other funds holding STT

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Metropolis Capital Amersham, United Kingdom $3.45B AUM 1.26% 1-Year Est. Return

FWCM

Ferguson Wellman Capital Management Portland, Oregon $8.19B AUM 30.56% 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 Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

CPC

Cookson Peirce & Co Pittsburgh, Pennsylvania $3.04B AUM 94.11% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 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

Morton Brown Family Wealth's STT Position: Q2 2026 in Review

Morton Brown Family Wealth increased its State Street (STT) stake by 4.7% in Q2 2026, buying an estimated $771 and bringing the position to 112 shares worth $19K. The position accounts for ﹤0.01% of the portfolio, ranked #164.

Morton Brown Family Wealth first reported a position in STT in Q4 2023 and has held it in 7 quarters since. 302 funds tracked by Wall St. Rank hold STT as of Q2 2026.

Morton Brown Family Wealth held 112 shares of State Street worth $19K as of Q2 2026.
Morton Brown Family Wealth bought 5 State Street shares in Q2 2026, an estimated $771.
State Street made up ﹤0.01% of Morton Brown Family Wealth's portfolio in Q2 2026, its #164 holding.
Morton Brown Family Wealth first reported a position in State Street in Q4 2023 and has held it in 7 quarters since.
302 funds tracked by Wall St. Rank held State Street as of Q2 2026.

Based on Morton Brown Family Wealth's 13F filing for Q2 2026, filed 21 Jul 2026.