PS
STT icon

Planned Solutions’s State Street STT Stock Holding History

Planned Solutions’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 		$240K Hold
1,375
– – 0.07% 131
2026
Q2 		$233K Buy
+1,375
New +$212K 0.07% 138
2024
Q4 		– Sell
-1,375
Closed -$122K – 565
2024
Q3 		$122K Buy
+1,375
New +$113K 0.05% 172
2024
Q1 		– Sell
-1,375
Closed -$107K – 489
2023
Q4 		$107K Buy
+1,375
New +$95.9K 0.05% 179
2021
Q1 		– Sell
-900
Closed -$66K – 362
2020
Q4 		$66K Hold
900
– – 0.05% 160
2020
Q3 		$53K Buy
+900
New +$58.4K 0.05% 143

Other funds holding STT

Ferguson Wellman Capital Management
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
Wedge Capital Management
Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return
Godsey & Gibb Inc
Godsey & Gibb Inc Richmond, Virginia $1.21B AUM 18.94% 1-Year Est. Return
Allied Investment Advisors
Allied Investment Advisors Billings, Montana $1.06B AUM 16.89% 1-Year Est. Return
Burney Company
Burney Company Reston, Virginia $3.66B AUM 27.59% 1-Year Est. Return
Argent Capital Management
Argent Capital Management St Louis, Missouri $3.14B AUM 31.36% 1-Year Est. Return
Artemis Investment Management
Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return
Woodstock Corp
Woodstock Corp Boston, Massachusetts $1.24B AUM 22.02% 1-Year Est. Return
MN Services Vermogensbeheer
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
Czech National Bank
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return

Planned Solutions's STT Position: Q3 2026 in Review

Planned Solutions held its State Street (STT) position steady in Q3 2026 at 1,375 shares worth $240K. The position accounts for 0.07% of the portfolio, ranked #131.

Planned Solutions first reported a position in STT in Q3 2020 and has held it in 6 quarters since. 189 funds tracked by Wall St. Rank hold STT as of Q3 2026.

  • Planned Solutions held 1,375 shares of State Street worth $240K as of Q3 2026.
  • Planned Solutions left its State Street share count unchanged in Q3 2026.
  • State Street made up 0.07% of Planned Solutions's portfolio in Q3 2026, its #131 holding.
  • Planned Solutions first reported a position in State Street in Q3 2020 and has held it in 6 quarters since.
  • 189 funds tracked by Wall St. Rank held State Street as of Q3 2026.

Based on Planned Solutions's 13F filing for Q3 2026, filed 19 Oct 2026.