Pinnacle Wealth Management Advisory Group’s State Street STT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$412K Buy
2,427
+266
+12% +$41K 0.02% 333
2026
Q1
$273K Sell
2,161
-34
-2% -$4.35K 0.02% 436
2025
Q4
$283K Buy
2,195
+53
+2% +$6.35K 0.02% 425
2025
Q3
$248K Buy
+2,142
New +$239K 0.02% 345

Other funds holding STT

Pinnacle Wealth Management Advisory Group's STT Position: Q2 2026 in Review

Pinnacle Wealth Management Advisory Group increased its State Street (STT) stake by 12% in Q2 2026, buying an estimated $41K and bringing the position to 2,427 shares worth $412K. The position accounts for 0.02% of the portfolio, ranked #333.

Pinnacle Wealth Management Advisory Group 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.

  • Pinnacle Wealth Management Advisory Group held 2,427 shares of State Street worth $412K as of Q2 2026.
  • Pinnacle Wealth Management Advisory Group bought 266 State Street shares in Q2 2026, an estimated $41K.
  • State Street made up 0.02% of Pinnacle Wealth Management Advisory Group's portfolio in Q2 2026, its #333 holding.
  • Pinnacle Wealth Management Advisory Group 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 Pinnacle Wealth Management Advisory Group's 13F filing for Q2 2026, filed 5 Aug 2026.