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Nvest Wealth Strategies’s State Street STT Stock Holding History

Nvest Wealth Strategies’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 		$340 Hold
2
– – ﹤0.01% 320
2026
Q1 		$254 Buy
+2
New +$256 ﹤0.01% 370

Other funds holding STT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
MC
Metropolis Capital Amersham, United Kingdom $3.45B AUM 1.26% 1-Year Est. Return
PAM
Panagora Asset Management Boston, Massachusetts $32.6B AUM 52.29% 1-Year Est. Return

Nvest Wealth Strategies's STT Position: Q2 2026 in Review

Nvest Wealth Strategies held its State Street (STT) position steady in Q2 2026 at 2 shares worth $340. The position accounts for ﹤0.01% of the portfolio, ranked #320.

Nvest Wealth Strategies first reported a position in STT in Q1 2026 and has held it in 2 quarters since. 715 funds tracked by Wall St. Rank hold STT as of Q2 2026.

  • Nvest Wealth Strategies held 2 shares of State Street worth $340 as of Q2 2026.
  • Nvest Wealth Strategies left its State Street share count unchanged in Q2 2026.
  • State Street made up ﹤0.01% of Nvest Wealth Strategies's portfolio in Q2 2026, its #320 holding.
  • Nvest Wealth Strategies first reported a position in State Street in Q1 2026 and has held it in 2 quarters since.
  • 715 funds tracked by Wall St. Rank held State Street as of Q2 2026.

Based on Nvest Wealth Strategies's 13F filing for Q2 2026, filed 10 Jul 2026.