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Mowery & Schoenfeld Wealth Management’s State Street STT Stock Holding History

Mowery & Schoenfeld 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
Q1 		– Sell
-30
Closed -$3.87K – 470
2025
Q4 		$3.87K Buy
+30
New +$3.59K 0.01% 352

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

Mowery & Schoenfeld Wealth Management's STT Position: Q1 2026 in Review

Mowery & Schoenfeld Wealth Management sold out of State Street (STT) in Q1 2026, closing a stake of 30 shares — an estimated $3.87K sold.

Mowery & Schoenfeld Wealth Management first reported a position in STT in Q4 2025 and held it in 1 quarter. The position peaked at $3.87K in Q4 2025. 1,129 funds tracked by Wall St. Rank hold STT as of Q1 2026.

  • Mowery & Schoenfeld Wealth Management reported no remaining State Street position as of Q1 2026 after selling out during the quarter.
  • Mowery & Schoenfeld Wealth Management sold 30 State Street shares in Q1 2026, an estimated $3.87K.
  • Mowery & Schoenfeld Wealth Management first reported a position in State Street in Q4 2025 and held it in 1 quarter.
  • Mowery & Schoenfeld Wealth Management's State Street position peaked at $3.87K in Q4 2025.
  • 1,129 funds tracked by Wall St. Rank held State Street as of Q1 2026.

Based on Mowery & Schoenfeld Wealth Management's 13F filing for Q1 2026, filed 1 May 2026.