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PDS Planning’s State Street STT Stock Holding History

PDS Planning’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 		$401K Buy
2,366
+131
+6% +$20.2K 0.02% 336
2026
Q1 		$283K Buy
2,235
+512
+30% +$65.5K 0.02% 410
2025
Q4 		$222K Sell
1,723
-50
-3% -$5.99K 0.01% 480
2025
Q3 		$206K Buy
+1,773
New +$198K 0.01% 493

Other funds holding STT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
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
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

PDS Planning's STT Position: Q2 2026 in Review

PDS Planning increased its State Street (STT) stake by 5.9% in Q2 2026, buying an estimated $20.2K and bringing the position to 2,366 shares worth $401K. The position accounts for 0.02% of the portfolio, ranked #336.

PDS Planning first reported a position in STT in Q3 2025 and has held it in 4 quarters since. 1,250 funds tracked by Wall St. Rank hold STT as of Q2 2026.

  • PDS Planning held 2,366 shares of State Street worth $401K as of Q2 2026.
  • PDS Planning bought 131 State Street shares in Q2 2026, an estimated $20.2K.
  • State Street made up 0.02% of PDS Planning's portfolio in Q2 2026, its #336 holding.
  • PDS Planning first reported a position in State Street in Q3 2025 and has held it in 4 quarters since.
  • 1,250 funds tracked by Wall St. Rank held State Street as of Q2 2026.

Based on PDS Planning's 13F filing for Q2 2026, filed 5 Aug 2026.