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Personal CFO Solutions’s State Street STT Stock Holding History

Personal CFO Solutions’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 		$237K Buy
+1,399
New +$216K 0.03% 474
2023
Q2 		– Sell
-2,682
Closed -$203K – 509
2023
Q1 		$203K Buy
+2,682
New +$226K 0.04% 445

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

Personal CFO Solutions's STT Position: Q2 2026 in Review

Personal CFO Solutions opened a new position in State Street (STT) in Q2 2026: 1,399 shares worth $237K. The stake represents 0.03% of the portfolio and ranks #474 among its holdings. This is a return to the name: Personal CFO Solutions previously reported a position in STT as recently as Q1 2023.

Personal CFO Solutions first reported a position in STT in Q1 2023 and has held it in 2 quarters since. 1,257 funds tracked by Wall St. Rank hold STT as of Q2 2026.

  • Personal CFO Solutions held 1,399 shares of State Street worth $237K as of Q2 2026.
  • State Street was a new Personal CFO Solutions position in Q2 2026.
  • State Street made up 0.03% of Personal CFO Solutions's portfolio in Q2 2026, its #474 holding.
  • Personal CFO Solutions first reported a position in State Street in Q1 2023 and has held it in 2 quarters since.
  • 1,257 funds tracked by Wall St. Rank held State Street as of Q2 2026.

Based on Personal CFO Solutions's 13F filing for Q2 2026, filed 7 Aug 2026.