Plato Investment Management’s State Street STT Stock Holding History

Plato Investment Management’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 Q1	$2.26M	Sell	17,833 -1,409	-7%	-$180K	0.15%	141
2025 Q4	$2.49M	Sell	19,242 -4,489	-19%	-$538K	0.16%	131
2025 Q3	$2.73M	Hold	23,731	–	–	0.19%	116
2025 Q2	$2.51M	Buy	23,731 +12	+0.1%	+$1.11K	0.19%	116
2025 Q1	$2.15M	Sell	23,719 -6,761	-22%	-$646K	0.18%	136
2024 Q4	$3M	Buy	30,480 +2,466	+9%	+$234K	0.22%	104
2024 Q3	$2.48M	Buy	28,014 +4,556	+19%	+$376K	0.2%	119
2024 Q2	$1.74M	Hold	23,458	–	–	0.16%	140
2024 Q1	$1.81M	Buy	23,458 +22,899	+4,096%	+$1.7M	0.19%	133
2023 Q4	$43.3K	Buy	+559	New	+$39K	0.05%	243

Other funds holding STT

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

ROTUOC

Regents of the University of California Oakland, California $3.01B AUM 11.91% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

Plato Investment Management's STT Position: Q1 2026 in Review

Plato Investment Management reduced its State Street (STT) stake by 7.3% in Q1 2026, selling an estimated $180K and leaving 17,833 shares worth $2.26M. The position accounts for 0.15% of the portfolio, ranked #141.

Plato Investment Management first reported a position in STT in Q4 2023 and has held it in 10 quarters since. The position peaked at $3M in Q4 2024. 1,129 funds tracked by Wall St. Rank hold STT as of Q1 2026.

Plato Investment Management held 17,833 shares of State Street worth $2.26M as of Q1 2026.
Plato Investment Management sold 1,409 State Street shares in Q1 2026, an estimated $180K.
State Street made up 0.15% of Plato Investment Management's portfolio in Q1 2026, its #141 holding.
Plato Investment Management first reported a position in State Street in Q4 2023 and has held it in 10 quarters since.
Plato Investment Management's State Street position peaked at $3M in Q4 2024.
1,129 funds tracked by Wall St. Rank held State Street as of Q1 2026.

Based on Plato Investment Management's 13F filing for Q1 2026, filed 5 May 2026.