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Phillip James Consulting’s State Street STT Stock Holding History

Phillip James Consulting’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 		$42.4K Hold
250
– – 0.03% 104
2026
Q1 		$31K Buy
250
+10
+4% +$1.28K 0.02% 131
2025
Q4 		$30K Buy
+240
New +$28.7K 0.53% 36

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

Phillip James Consulting's STT Position: Q2 2026 in Review

Phillip James Consulting held its State Street (STT) position steady in Q2 2026 at 250 shares worth $42.4K. The position accounts for 0.03% of the portfolio, ranked #104.

Phillip James Consulting first reported a position in STT in Q4 2025 and has held it in 3 quarters since. 1,248 funds tracked by Wall St. Rank hold STT as of Q2 2026.

  • Phillip James Consulting held 250 shares of State Street worth $42.4K as of Q2 2026.
  • Phillip James Consulting left its State Street share count unchanged in Q2 2026.
  • State Street made up 0.03% of Phillip James Consulting's portfolio in Q2 2026, its #104 holding.
  • Phillip James Consulting first reported a position in State Street in Q4 2025 and has held it in 3 quarters since.
  • 1,248 funds tracked by Wall St. Rank held State Street as of Q2 2026.

Based on Phillip James Consulting's 13F filing for Q2 2026, filed 28 Jul 2026.