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 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 $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

Mutual Advisors's STT Position: Q1 2026 in Review

Mutual Advisors increased its State Street (STT) stake by 0.3% in Q1 2026, buying an estimated $767 and bringing the position to 2,022 shares worth $256K. The position accounts for 0.01% of the portfolio, ranked #1184.

Mutual Advisors first reported a position in STT in Q4 2024 and has held it in 5 quarters since. The position peaked at $260K in Q4 2025. 1,129 funds tracked by Wall St. Rank hold STT as of Q1 2026.

Mutual Advisors held 2,022 shares of State Street worth $256K as of Q1 2026.
Mutual Advisors bought 6 State Street shares in Q1 2026, an estimated $767.
State Street made up 0.01% of Mutual Advisors's portfolio in Q1 2026, its #1184 holding.
Mutual Advisors first reported a position in State Street in Q4 2024 and has held it in 5 quarters since.
Mutual Advisors's State Street position peaked at $260K in Q4 2025.
1,129 funds tracked by Wall St. Rank held State Street as of Q1 2026.

Based on Mutual Advisors's 13F filing for Q1 2026, filed 4 May 2026.