Premier Path Wealth Partners
STT icon

Premier Path Wealth Partners’s State Street STT Stock Holding History

Premier Path Wealth Partners’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 		$744K Buy
4,264
+592
+16% +$110K 0.09% 207
2026
Q2 		$623K Buy
3,672
+45
+1% +$6.94K 0.07% 227
2026
Q1 		$459K Buy
3,627
+160
+5% +$20.5K 0.06% 284
2025
Q4 		$447K Buy
3,467
+530
+18% +$63.5K 0.06% 265
2025
Q3 		$341K Buy
2,937
+9
+0.3% +$1K 0.04% 310
2025
Q2 		$311K Sell
2,928
-115
-4% -$10.6K 0.04% 320
2025
Q1 		$272K Sell
3,043
-23
-0.8% -$2.2K 0.04% 318
2024
Q4 		$301K Buy
3,066
+59
+2% +$5.59K 0.05% 304
2024
Q3 		$266K Buy
3,007
+225
+8% +$18.6K 0.04% 323
2024
Q2 		$206K Sell
2,782
-110
-4% -$8.2K 0.04% 355
2024
Q1 		$224K Buy
2,892
+2
+0.1% +$148 0.04% 313
2023
Q4 		$216K Buy
+2,890
New +$201K 0.05% 312

Other funds holding STT

KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Ferguson Wellman Capital Management
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
Metropolis Capital
Metropolis Capital Amersham, United Kingdom $3.63B AUM 2.9% 1-Year Est. Return
Campbell Newman Asset Management
Campbell Newman Asset Management Milwaukee, Wisconsin $1.33B AUM 26.63% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 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
Vest Financial
Vest Financial Mclean, Virginia $9.5B AUM 22.78% 1-Year Est. Return
Allied Investment Advisors
Allied Investment Advisors Billings, Montana $1.06B AUM 16.89% 1-Year Est. Return

Premier Path Wealth Partners's STT Position: Q3 2026 in Review

Premier Path Wealth Partners increased its State Street (STT) stake by 16% in Q3 2026, buying an estimated $110K and bringing the position to 4,264 shares worth $744K. The position accounts for 0.09% of the portfolio, ranked #207.

Premier Path Wealth Partners first reported a position in STT in Q4 2023 and has held it in 12 quarters since. 291 funds tracked by Wall St. Rank hold STT as of Q3 2026.

  • Premier Path Wealth Partners held 4,264 shares of State Street worth $744K as of Q3 2026.
  • Premier Path Wealth Partners bought 592 State Street shares in Q3 2026, an estimated $110K.
  • State Street made up 0.09% of Premier Path Wealth Partners's portfolio in Q3 2026, its #207 holding.
  • Premier Path Wealth Partners first reported a position in State Street in Q4 2023 and has held it in 12 quarters since.
  • 291 funds tracked by Wall St. Rank held State Street as of Q3 2026.

Based on Premier Path Wealth Partners's 13F filing for Q3 2026, filed 16 Oct 2026.