Mutual Advisors’s State Street STT Stock Holding History

Mutual 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 Q2	$319K	Sell	1,879 -143	-7%	-$22.1K	0.01%	1153
2026 Q1	$256K	Buy	2,022 +6	+0.3%	+$767	0.01%	1184
2025 Q4	$260K	Sell	2,016 -36	-2%	-$4.31K	0.01%	1141
2025 Q3	$235K	Sell	2,052 -112	-5%	-$12.5K	0.01%	1159
2025 Q2	$244K	Buy	+2,164	New	+$200K	0.01%	1056
2025 Q1	–	Sell	-2,059	Closed	-$207K	–	1157
2024 Q4	$207K	Buy	+2,059	New	+$195K	0.01%	1015

Other funds holding STT

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

ROTUOC

Regents of the University of California Oakland, California $4.36B AUM 33.89% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Mutual Advisors's STT Position: Q2 2026 in Review

Mutual Advisors reduced its State Street (STT) stake by 7.1% in Q2 2026, selling an estimated $22.1K and leaving 1,879 shares worth $319K. The position accounts for 0.01% of the portfolio, ranked #1153.

Mutual Advisors first reported a position in STT in Q4 2024 and has held it in 6 quarters since. 1,257 funds tracked by Wall St. Rank hold STT as of Q2 2026.

Mutual Advisors held 1,879 shares of State Street worth $319K as of Q2 2026.
Mutual Advisors sold 143 State Street shares in Q2 2026, an estimated $22.1K.
State Street made up 0.01% of Mutual Advisors's portfolio in Q2 2026, its #1153 holding.
Mutual Advisors first reported a position in State Street in Q4 2024 and has held it in 6 quarters since.
1,257 funds tracked by Wall St. Rank held State Street as of Q2 2026.

Based on Mutual Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.