Pinnacle Wealth Planning Services
STT icon

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
Q3 		$282K Sell
1,614
-25
-2% -$4.63K 0.03% 377
2026
Q2 		$278K Buy
1,639
+26
+2% +$4.01K 0.03% 405
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

Regents of the University of California
Regents of the University of California Oakland, California $6.64B AUM 23.46% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Ferguson Wellman Capital Management
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return

Pinnacle Wealth Planning Services's STT Position: Q3 2026 in Review

Pinnacle Wealth Planning Services reduced its State Street (STT) stake by 1.5% in Q3 2026, selling an estimated $4.63K and leaving 1,614 shares worth $282K. The position accounts for 0.03% of the portfolio, ranked #377.

Pinnacle Wealth Planning Services first reported a position in STT in Q4 2020 and has held it in 12 quarters since. 686 funds tracked by Wall St. Rank hold STT as of Q3 2026.

  • Pinnacle Wealth Planning Services held 1,614 shares of State Street worth $282K as of Q3 2026.
  • Pinnacle Wealth Planning Services sold 25 State Street shares in Q3 2026, an estimated $4.63K.
  • State Street made up 0.03% of Pinnacle Wealth Planning Services's portfolio in Q3 2026, its #377 holding.
  • Pinnacle Wealth Planning Services first reported a position in State Street in Q4 2020 and has held it in 12 quarters since.
  • 686 funds tracked by Wall St. Rank held State Street as of Q3 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q3 2026, filed 27 Oct 2026.