Plante Moran Financial Advisors’s State Street STT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $1.02K | Buy |
+6
| New | +$925 | ﹤0.01% | 898 |
|
|
2025
Q1 | – | Sell |
-65
| Closed | -$6.38K | – | 954 |
|
|
2024
Q4 | $6.38K | Buy |
+65
| New | +$6.16K | ﹤0.01% | 652 |
|
|
2022
Q4 | – | Sell |
-59
| Closed | -$4K | – | 968 |
|
|
2022
Q3 | $4K | Hold |
59
| – | – | ﹤0.01% | 739 |
|
|
2022
Q2 | $4K | Hold |
59
| – | – | ﹤0.01% | 746 |
|
|
2022
Q1 | $5K | Hold |
59
| – | – | ﹤0.01% | 686 |
|
|
2021
Q4 | $5K | Hold |
59
| – | – | ﹤0.01% | 829 |
|
|
2021
Q3 | $5K | Hold |
59
| – | – | ﹤0.01% | 791 |
|
|
2021
Q2 | $5K | Hold |
59
| – | – | ﹤0.01% | 794 |
|
|
2021
Q1 | $5K | Hold |
59
| – | – | ﹤0.01% | 787 |
|
|
2020
Q4 | $4K | Hold |
59
| – | – | ﹤0.01% | 729 |
|
|
2020
Q3 | $4K | Hold |
59
| – | – | ﹤0.01% | 727 |
|
|
2020
Q2 | $4K | Hold |
59
| – | – | ﹤0.01% | 622 |
|
|
2020
Q1 | $3K | Hold |
59
| – | – | ﹤0.01% | 627 |
|
|
2019
Q4 | $5K | Hold |
59
| – | – | ﹤0.01% | 621 |
|
|
2019
Q3 | $3K | Hold |
59
| – | – | ﹤0.01% | 747 |
|
|
2019
Q2 | $3K | Hold |
59
| – | – | ﹤0.01% | 704 |
|
|
2019
Q1 | $4K | Hold |
59
| – | – | ﹤0.01% | 669 |
|
|
2018
Q4 | $4K | Hold |
59
| – | – | ﹤0.01% | 632 |
|
|
2018
Q3 | $5K | Hold |
59
| – | – | ﹤0.01% | 598 |
|
|
2018
Q2 | $5K | Sell |
59
-60
| -50% | -$5.95K | ﹤0.01% | 641 |
|
|
2018
Q1 | $12K | Hold |
119
| – | – | 0.01% | 580 |
|
|
2017
Q4 | $12K | Hold |
119
| – | – | 0.01% | 570 |
|
|
2017
Q3 | $11K | Hold |
119
| – | – | 0.01% | 532 |
|
|
2017
Q2 | $11K | Hold |
119
| – | – | 0.01% | 548 |
|
|
2017
Q1 | $9K | Sell |
119
-14
| -11% | -$1.11K | 0.01% | 597 |
|
|
2016
Q4 | $10K | Buy |
133
+14
| +12% | +$1.05K | 0.01% | 592 |
|
|
2016
Q3 | $8K | Sell |
119
-325
| -73% | -$21.2K | 0.01% | 625 |
|
|
2016
Q2 | $24K | Buy |
444
+325
| +273% | +$19.4K | 0.02% | 407 |
|
|
2016
Q1 | $7K | Sell |
119
-1,009
| -89% | -$57.3K | 0.01% | 541 |
|
|
2015
Q4 | $75K | Sell |
1,128
-107
| -9% | -$7.43K | 0.06% | 224 |
|
|
2015
Q3 | $83K | Buy |
1,235
+107
| +9% | +$7.96K | 0.07% | 206 |
|
|
2015
Q2 | $87K | Hold |
1,128
| – | – | 0.06% | 213 |
|
|
2015
Q1 | $83K | Hold |
1,128
| – | – | 0.06% | 211 |
|
|
2014
Q4 | $89K | Sell |
1,128
-500
| -31% | -$37.5K | 0.07% | 198 |
|
|
2014
Q3 | $120K | Buy |
1,628
+500
| +44% | +$35.6K | 0.1% | 148 |
|
|
2014
Q2 | $76K | Buy |
+1,128
| New | +$74.2K | 0.07% | 175 |
|
Other funds holding STT
ROTUOC
Plante Moran Financial Advisors's STT Position: Q2 2026 in Review
Plante Moran Financial Advisors opened a new position in State Street (STT) in Q2 2026: 6 shares worth $1.02K. The stake represents ﹤0.01% of the portfolio and ranks #898 among its holdings. This is a return to the name: Plante Moran Financial Advisors previously reported a position in STT as recently as Q4 2024.
Plante Moran Financial Advisors first reported a position in STT in Q2 2014 and has held it in 36 quarters since. The position peaked at $120K in Q3 2014. 1,254 funds tracked by Wall St. Rank hold STT as of Q2 2026.
- Plante Moran Financial Advisors held 6 shares of State Street worth $1.02K as of Q2 2026.
- State Street was a new Plante Moran Financial Advisors position in Q2 2026.
- State Street made up ﹤0.01% of Plante Moran Financial Advisors's portfolio in Q2 2026, its #898 holding.
- Plante Moran Financial Advisors first reported a position in State Street in Q2 2014 and has held it in 36 quarters since.
- Plante Moran Financial Advisors's State Street position peaked at $120K in Q3 2014.
- 1,254 funds tracked by Wall St. Rank held State Street as of Q2 2026.
Based on Plante Moran Financial Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.