Planning Strategies’s State Street STT Stock Holding History

Planning Strategies’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	$2.54K	Buy	+15	New	+$2.31K	﹤0.01%	528

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

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

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Planning Strategies's STT Position: Q2 2026 in Review

Planning Strategies opened a new position in State Street (STT) in Q2 2026: 15 shares worth $2.54K. The stake represents ﹤0.01% of the portfolio and ranks #528 among its holdings.

1,189 funds tracked by Wall St. Rank hold STT as of Q2 2026.

Planning Strategies held 15 shares of State Street worth $2.54K as of Q2 2026.
State Street was a new Planning Strategies position in Q2 2026.
State Street made up ﹤0.01% of Planning Strategies's portfolio in Q2 2026, its #528 holding.
1,189 funds tracked by Wall St. Rank held State Street as of Q2 2026.

Based on Planning Strategies's 13F filing for Q2 2026, filed 27 Jul 2026.