Pinnacle Wealth Planning Services’s State Street STT Stock Holding History

Pinnacle Wealth Planning Services’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	$204K	Buy	1,613 +18	+1%	+$2.3K	0.02%	473
2025 Q4	$206K	Buy	+1,595	New	+$191K	0.02%	455
2024 Q4	–	Sell	-2,739	Closed	-$242K	–	543
2024 Q3	$242K	Sell	2,739 -14	-0.5%	-$1.15K	0.03%	376
2024 Q2	$204K	Buy	2,753 +19	+0.7%	+$1.42K	0.03%	422
2024 Q1	$211K	Buy	2,734 +21	+0.8%	+$1.56K	0.03%	409
2023 Q4	$210K	Buy	+2,713	New	+$189K	0.03%	387
2023 Q3	–	Sell	-2,742	Closed	-$201K	–	483
2023 Q2	$201K	Sell	2,742 -25	-0.9%	-$1.8K	0.03%	390
2023 Q1	$209K	Buy	2,767 +10	+0.4%	+$842	0.03%	380
2022 Q4	$214K	Buy	+2,757	New	+$203K	0.04%	348
2021 Q1	–	Sell	-368	Closed	-$26K	–	1737
2020 Q4	$26K	Buy	+368	New	+$25K	0.01%	1060

Other funds holding STT

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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 Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

Pinnacle Wealth Planning Services's STT Position: Q1 2026 in Review

Pinnacle Wealth Planning Services increased its State Street (STT) stake by 1.1% in Q1 2026, buying an estimated $2.3K and bringing the position to 1,613 shares worth $204K. The position accounts for 0.02% of the portfolio, ranked #473.

Pinnacle Wealth Planning Services first reported a position in STT in Q4 2020 and has held it in 10 quarters since. The position peaked at $242K in Q3 2024. 1,129 funds tracked by Wall St. Rank hold STT as of Q1 2026.

Pinnacle Wealth Planning Services held 1,613 shares of State Street worth $204K as of Q1 2026.
Pinnacle Wealth Planning Services bought 18 State Street shares in Q1 2026, an estimated $2.3K.
State Street made up 0.02% of Pinnacle Wealth Planning Services's portfolio in Q1 2026, its #473 holding.
Pinnacle Wealth Planning Services first reported a position in State Street in Q4 2020 and has held it in 10 quarters since.
Pinnacle Wealth Planning Services's State Street position peaked at $242K in Q3 2024.
1,129 funds tracked by Wall St. Rank held State Street as of Q1 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q1 2026, filed 11 May 2026.