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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
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

Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
MC
Metropolis Capital Amersham, United Kingdom $3.45B AUM 1.26% 1-Year Est. Return
AAMU
AEGON Asset Management (UK) Edinburgh, United Kingdom $9.38B AUM 48.94% 1-Year Est. Return
CNAM
Campbell Newman Asset Management Milwaukee, Wisconsin $1.35B AUM 38.87% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return
GGI
Godsey & Gibb Inc Richmond, Virginia $1.22B AUM 27.93% 1-Year Est. Return
AT
Arbejdsmarkedets Tillaegspension Hilleroed $4.6B AUM
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
AIA
Allied Investment Advisors Billings, Montana $797M AUM 23.9% 1-Year Est. Return

Premier Path Wealth Partners's STT Position: Q2 2026 in Review

Premier Path Wealth Partners increased its State Street (STT) stake by 1.2% in Q2 2026, buying an estimated $6.94K and bringing the position to 3,672 shares worth $623K. The position accounts for 0.07% of the portfolio, ranked #227.

Premier Path Wealth Partners first reported a position in STT in Q4 2023 and has held it in 11 quarters since. 263 funds tracked by Wall St. Rank hold STT as of Q2 2026.

  • Premier Path Wealth Partners held 3,672 shares of State Street worth $623K as of Q2 2026.
  • Premier Path Wealth Partners bought 45 State Street shares in Q2 2026, an estimated $6.94K.
  • State Street made up 0.07% of Premier Path Wealth Partners's portfolio in Q2 2026, its #227 holding.
  • Premier Path Wealth Partners first reported a position in State Street in Q4 2023 and has held it in 11 quarters since.
  • 263 funds tracked by Wall St. Rank held State Street as of Q2 2026.

Based on Premier Path Wealth Partners's 13F filing for Q2 2026, filed 21 Jul 2026.