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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
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

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
ROTUOC
Regents of the University of California Oakland, California $4.36B AUM 33.89% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Pinnacle Wealth Planning Services's STT Position: Q2 2026 in Review

Pinnacle Wealth Planning Services increased its State Street (STT) stake by 1.6% in Q2 2026, buying an estimated $4.01K and bringing the position to 1,639 shares worth $278K. The position accounts for 0.03% of the portfolio, ranked #405.

Pinnacle Wealth Planning Services first reported a position in STT in Q4 2020 and has held it in 11 quarters since. 1,257 funds tracked by Wall St. Rank hold STT as of Q2 2026.

  • Pinnacle Wealth Planning Services held 1,639 shares of State Street worth $278K as of Q2 2026.
  • Pinnacle Wealth Planning Services bought 26 State Street shares in Q2 2026, an estimated $4.01K.
  • State Street made up 0.03% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #405 holding.
  • Pinnacle Wealth Planning Services first reported a position in State Street in Q4 2020 and has held it in 11 quarters since.
  • 1,257 funds tracked by Wall St. Rank held State Street as of Q2 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q2 2026, filed 7 Aug 2026.