North Ridge Wealth Advisors’s State Street STT Stock Holding History

North Ridge Wealth 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	$50.6K	Hold	400	–	–	0.03%	86
2025 Q4	$51.6K	Hold	400	–	–	0.03%	81
2025 Q3	$46.4K	Hold	400	–	–	0.03%	92
2025 Q2	$42.5K	Hold	400	–	–	0.03%	83
2025 Q1	$35.8K	Hold	400	–	–	0.02%	80
2024 Q4	$39.3K	Buy	+400	New	+$37.9K	0.03%	79

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

North Ridge Wealth Advisors's STT Position: Q1 2026 in Review

North Ridge Wealth Advisors held its State Street (STT) position steady in Q1 2026 at 400 shares worth $50.6K. The position accounts for 0.03% of the portfolio, ranked #86.

North Ridge Wealth Advisors first reported a position in STT in Q4 2024 and has held it in 6 quarters since. The position peaked at $51.6K in Q4 2025. 1,129 funds tracked by Wall St. Rank hold STT as of Q1 2026.

North Ridge Wealth Advisors held 400 shares of State Street worth $50.6K as of Q1 2026.
North Ridge Wealth Advisors left its State Street share count unchanged in Q1 2026.
State Street made up 0.03% of North Ridge Wealth Advisors's portfolio in Q1 2026, its #86 holding.
North Ridge Wealth Advisors first reported a position in State Street in Q4 2024 and has held it in 6 quarters since.
North Ridge Wealth Advisors's State Street position peaked at $51.6K in Q4 2025.
1,129 funds tracked by Wall St. Rank held State Street as of Q1 2026.

Based on North Ridge Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.