Parkworth Wealth Management’s State Street STT Stock Holding History

Parkworth 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
2025 Q2	$957	Buy	9 +3	+50%	+$277	﹤0.01%	428
2025 Q1	$537	Buy	6 +1	+20%	+$96	﹤0.01%	394
2024 Q4	$491	Buy	+5	New	+$474	﹤0.01%	440

Other funds holding STT

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 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

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return

Parkworth Wealth Management's STT Position: Q2 2025 in Review

Parkworth Wealth Management increased its State Street (STT) stake by 50% in Q2 2025, buying an estimated $277 and bringing the position to 9 shares worth $957. The position accounts for ﹤0.01% of the portfolio, ranked #428.

Parkworth Wealth Management first reported a position in STT in Q4 2024 and has held it in 3 quarters since. 993 funds tracked by Wall St. Rank hold STT as of Q2 2025.

Parkworth Wealth Management held 9 shares of State Street worth $957 as of Q2 2025.
Parkworth Wealth Management bought 3 State Street shares in Q2 2025, an estimated $277.
State Street made up ﹤0.01% of Parkworth Wealth Management's portfolio in Q2 2025, its #428 holding.
Parkworth Wealth Management first reported a position in State Street in Q4 2024 and has held it in 3 quarters since.
993 funds tracked by Wall St. Rank held State Street as of Q2 2025.

Based on Parkworth Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.