Mount Yale Investment Advisors’s State Street STT Stock Holding History

Mount Yale Investment 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	$324K	Buy	+2,557	New	+$327K	0.01%	863
2025 Q3	–	Sell	-493	Closed	-$52.4K	–	1491
2025 Q2	$52.4K	Buy	+493	New	+$45.6K	﹤0.01%	809
2018 Q3	–	Sell	-12	Closed	-$1K	–	1004
2018 Q2	$1K	Hold	12	–	–	﹤0.01%	937
2018 Q1	$1K	Buy	+12	New	+$1.26K	﹤0.01%	931

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

Mount Yale Investment Advisors's STT Position: Q1 2026 in Review

Mount Yale Investment Advisors opened a new position in State Street (STT) in Q1 2026: 2,557 shares worth $324K. The stake represents 0.01% of the portfolio and ranks #863 among its holdings. This is a return to the name: Mount Yale Investment Advisors previously reported a position in STT as recently as Q2 2025.

Mount Yale Investment Advisors first reported a position in STT in Q1 2018 and has held it in 4 quarters since. 1,129 funds tracked by Wall St. Rank hold STT as of Q1 2026.

Mount Yale Investment Advisors held 2,557 shares of State Street worth $324K as of Q1 2026.
State Street was a new Mount Yale Investment Advisors position in Q1 2026.
State Street made up 0.01% of Mount Yale Investment Advisors's portfolio in Q1 2026, its #863 holding.
Mount Yale Investment Advisors first reported a position in State Street in Q1 2018 and has held it in 4 quarters since.
1,129 funds tracked by Wall St. Rank held State Street as of Q1 2026.

Based on Mount Yale Investment Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.