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Physician Wealth Advisors’s State Street STT Stock Holding History

Physician Wealth Advisors’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 		$15.8K Buy
93
+24
+35% +$3.7K ﹤0.01% 746
2026
Q1 		$8.73K Buy
69
+23
+50% +$2.94K ﹤0.01% 837
2025
Q4 		$5.93K Sell
46
-35
-43% -$4.19K ﹤0.01% 925
2025
Q3 		$9.4K Buy
81
+75
+1,250% +$8.37K ﹤0.01% 754
2025
Q2 		$639 Buy
+6
New +$555 ﹤0.01% 1642

Other funds holding STT

Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
AAMU
AEGON Asset Management (UK) Edinburgh, United Kingdom $9.38B AUM 48.94% 1-Year Est. Return
CNAM
Campbell Newman Asset Management Milwaukee, Wisconsin $1.35B AUM 38.87% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return
GGI
Godsey & Gibb Inc Richmond, Virginia $1.22B AUM 27.93% 1-Year Est. Return
AT
Arbejdsmarkedets Tillaegspension Hilleroed $4.6B AUM
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
AIA
Allied Investment Advisors Billings, Montana $797M AUM 23.9% 1-Year Est. Return
BC
Burney Company Reston, Virginia $3.71B AUM 37.66% 1-Year Est. Return

Physician Wealth Advisors's STT Position: Q2 2026 in Review

Physician Wealth Advisors increased its State Street (STT) stake by 35% in Q2 2026, buying an estimated $3.7K and bringing the position to 93 shares worth $15.8K. The position accounts for ﹤0.01% of the portfolio, ranked #746.

Physician Wealth Advisors first reported a position in STT in Q2 2025 and has held it in 5 quarters since. 239 funds tracked by Wall St. Rank hold STT as of Q2 2026.

  • Physician Wealth Advisors held 93 shares of State Street worth $15.8K as of Q2 2026.
  • Physician Wealth Advisors bought 24 State Street shares in Q2 2026, an estimated $3.7K.
  • State Street made up ﹤0.01% of Physician Wealth Advisors's portfolio in Q2 2026, its #746 holding.
  • Physician Wealth Advisors first reported a position in State Street in Q2 2025 and has held it in 5 quarters since.
  • 239 funds tracked by Wall St. Rank held State Street as of Q2 2026.

Based on Physician Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.