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Pinnacle Associates’s State Street STT Stock Holding History

Pinnacle Associates’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
Q1 		$747K Buy
5,905
+21
+0.4% +$2.69K 0.01% 574
2025
Q4 		$759K Sell
5,884
-41
-0.7% -$4.91K 0.01% 572
2025
Q3 		$687K Buy
5,925
+665
+13% +$74.2K 0.01% 578
2025
Q2 		$559K Buy
5,260
+158
+3% +$14.6K 0.01% 613
2025
Q1 		$457K Sell
5,102
-173
-3% -$16.5K 0.01% 627
2024
Q4 		$518K Sell
5,275
-847
-14% -$80.2K 0.01% 597
2024
Q3 		$474K Buy
6,122
+704
+13% +$58K 0.01% 575
2024
Q2 		$401K Sell
5,418
-788
-13% -$58.7K 0.01% 631
2024
Q1 		$480K Buy
6,206
+84
+1% +$6.23K 0.01% 593
2023
Q4 		$474K Buy
6,122
+1,187
+24% +$82.8K 0.01% 583
2023
Q3 		$330K Sell
4,935
-139
-3% -$9.8K 0.01% 648
2023
Q2 		$371K Sell
5,074
-859
-14% -$61.8K 0.01% 629
2023
Q1 		$449K Buy
5,933
+532
+10% +$44.8K 0.01% 545
2022
Q4 		$419K Sell
5,401
-121
-2% -$8.91K 0.01% 540
2022
Q3 		$336K Buy
5,522
+369
+7% +$25.2K 0.01% 573
2022
Q2 		$318K Buy
5,153
+1,097
+27% +$77.6K 0.01% 600
2022
Q1 		$353K Hold
4,056
– – 0.01% 629
2021
Q4 		$377K Buy
4,056
+48
+1% +$4.52K 0.01% 618
2021
Q3 		$340K Hold
4,008
– – 0.01% 619
2021
Q2 		$330K Hold
4,008
– – 0.01% 623
2021
Q1 		$337K Sell
4,008
-200
-5% -$15.5K 0.01% 596
2020
Q4 		$306K Hold
4,208
– – 0.01% 587
2020
Q3 		$250K Hold
4,208
– – 0.01% 600
2020
Q2 		$267K Sell
4,208
-500
-11% -$30.2K 0.01% 578
2020
Q1 		$251K Buy
4,708
+878
+23% +$61K 0.01% 573
2019
Q4 		$303K Sell
3,830
-768
-17% -$54.1K 0.01% 608
2019
Q3 		$272K Buy
4,598
+296
+7% +$16.4K 0.01% 624
2019
Q2 		$241K Buy
4,302
+1,040
+32% +$64.6K 0.01% 634
2019
Q1 		$215K Hold
3,262
– – ﹤0.01% 664
2018
Q4 		$206K Buy
3,262
+504
+18% +$36.1K 0.01% 643
2018
Q3 		$231K Sell
2,758
-54
-2% -$4.75K ﹤0.01% 650
2018
Q2 		$262K Buy
2,812
+54
+2% +$5.36K 0.01% 616
2018
Q1 		$275K Hold
2,758
– – 0.01% 590
2017
Q4 		$269K Hold
2,758
– – 0.01% 584
2017
Q3 		$263K Sell
2,758
-100
-3% -$9.31K ﹤0.01% 586
2017
Q2 		$256K Hold
2,858
– – ﹤0.01% 597
2017
Q1 		$228K Sell
2,858
-250
-8% -$19.8K ﹤0.01% 608
2016
Q4 		$242K Sell
3,108
-350
-10% -$26.3K ﹤0.01% 575
2016
Q3 		$241K Buy
+3,458
New +$226K ﹤0.01% 570
2016
Q2 		– Sell
-3,658
Closed -$214K – 656
2016
Q1 		$214K Sell
3,658
-550
-13% -$31.2K ﹤0.01% 569
2015
Q4 		$279K Sell
4,208
-543
-11% -$37.7K 0.01% 545
2015
Q3 		$319K Hold
4,751
– – 0.01% 518
2015
Q2 		$366K Sell
4,751
-100
-2% -$7.79K 0.01% 511
2015
Q1 		$357K Buy
4,851
+469
+11% +$35.1K 0.01% 520
2014
Q4 		$344K Hold
4,382
– – 0.01% 510
2014
Q3 		$323K Hold
4,382
– – 0.01% 521
2014
Q2 		$295K Sell
4,382
-250
-5% -$16.4K 0.01% 522
2014
Q1 		$322K Buy
4,632
+150
+3% +$10.4K 0.01% 501
2013
Q4 		$329K Buy
4,482
+250
+6% +$17.5K 0.01% 504
2013
Q3 		$278K Sell
4,232
-1,000
-19% -$68.4K 0.01% 517
2013
Q2 		$341K Buy
+5,232
New +$325K 0.01% 464

Other funds holding STT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
ROTUOC
Regents of the University of California Oakland, California $3.01B AUM 11.91% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

Pinnacle Associates's STT Position: Q1 2026 in Review

Pinnacle Associates increased its State Street (STT) stake by 0.36% in Q1 2026, buying an estimated $2.69K and bringing the position to 5,905 shares worth $747K. The position accounts for 0.01% of the portfolio, ranked #574.

Pinnacle Associates first reported a position in STT in Q2 2013 and has held it in 51 quarters since. The position peaked at $759K in Q4 2025. 1,129 funds tracked by Wall St. Rank hold STT as of Q1 2026.

  • Pinnacle Associates held 5,905 shares of State Street worth $747K as of Q1 2026.
  • Pinnacle Associates bought 21 State Street shares in Q1 2026, an estimated $2.69K.
  • State Street made up 0.01% of Pinnacle Associates's portfolio in Q1 2026, its #574 holding.
  • Pinnacle Associates first reported a position in State Street in Q2 2013 and has held it in 51 quarters since.
  • Pinnacle Associates's State Street position peaked at $759K in Q4 2025.
  • 1,129 funds tracked by Wall St. Rank held State Street as of Q1 2026.

Based on Pinnacle Associates's 13F filing for Q1 2026, filed 22 Apr 2026.