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 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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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 Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Planned Solutions's STT Position: Q2 2026 in Review

Planned Solutions opened a new position in State Street (STT) in Q2 2026: 1,375 shares worth $233K. The stake represents 0.07% of the portfolio and ranks #138 among its holdings. This is a return to the name: Planned Solutions previously reported a position in STT as recently as Q3 2024.

Planned Solutions first reported a position in STT in Q3 2020 and has held it in 5 quarters since. 1,257 funds tracked by Wall St. Rank hold STT as of Q2 2026.

Planned Solutions held 1,375 shares of State Street worth $233K as of Q2 2026.
State Street was a new Planned Solutions position in Q2 2026.
State Street made up 0.07% of Planned Solutions's portfolio in Q2 2026, its #138 holding.
Planned Solutions first reported a position in State Street in Q3 2020 and has held it in 5 quarters since.
1,257 funds tracked by Wall St. Rank held State Street as of Q2 2026.

Based on Planned Solutions's 13F filing for Q2 2026, filed 13 Jul 2026.