Prime Capital Investment Advisors’s State Street STT Stock Holding History

Prime Capital Investment Advisors’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	$416K	Buy	3,290 +22	+0.7%	+$2.81K	﹤0.01%	721
2025 Q4	$422K	Buy	3,268 +154	+5%	+$18.4K	0.01%	701
2025 Q3	$361K	Buy	3,114 +272	+10%	+$30.4K	﹤0.01%	745
2025 Q2	$302K	Sell	2,842 -21	-0.7%	-$1.94K	﹤0.01%	765
2025 Q1	$256K	Buy	2,863 +319	+13%	+$30.5K	﹤0.01%	889
2024 Q4	$250K	Sell	2,544 -52	-2%	-$4.92K	﹤0.01%	781
2024 Q3	$230K	Sell	2,596 -247	-9%	-$20.4K	﹤0.01%	814
2024 Q2	$210K	Buy	+2,843	New	+$212K	﹤0.01%	839
2024 Q1	–	Sell	-2,722	Closed	-$211K	–	1045
2023 Q4	$211K	Buy	+2,722	New	+$190K	﹤0.01%	864
2021 Q2	–	Sell	-600	Closed	-$50K	–	528
2021 Q1	$50K	Buy	+600	New	+$46.5K	﹤0.01%	337
2020 Q3	–	Sell	-17,920	Closed	-$1.14M	–	501
2020 Q2	$1.14M	Buy	+17,920	New	+$1.08M	0.11%	140
2019 Q1	–	Sell	-7	Closed	–	–	444
2018 Q4	$0	Buy	+7	New	+$501	﹤0.01%	423

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

Prime Capital Investment Advisors's STT Position: Q1 2026 in Review

Prime Capital Investment Advisors increased its State Street (STT) stake by 0.67% in Q1 2026, buying an estimated $2.81K and bringing the position to 3,290 shares worth $416K. The position accounts for ﹤0.01% of the portfolio, ranked #721.

Prime Capital Investment Advisors first reported a position in STT in Q4 2018 and has held it in 12 quarters since. The position peaked at $1.14M in Q2 2020. 1,129 funds tracked by Wall St. Rank hold STT as of Q1 2026.

Prime Capital Investment Advisors held 3,290 shares of State Street worth $416K as of Q1 2026.
Prime Capital Investment Advisors bought 22 State Street shares in Q1 2026, an estimated $2.81K.
State Street made up ﹤0.01% of Prime Capital Investment Advisors's portfolio in Q1 2026, its #721 holding.
Prime Capital Investment Advisors first reported a position in State Street in Q4 2018 and has held it in 12 quarters since.
Prime Capital Investment Advisors's State Street position peaked at $1.14M in Q2 2020.
1,129 funds tracked by Wall St. Rank held State Street as of Q1 2026.

Based on Prime Capital Investment Advisors's 13F filing for Q1 2026, filed 8 May 2026.