Principia Wealth Advisory’s State Street STT Stock Holding History
Bought
Maintained
Sold
Other funds holding STT
ROTUOC
Principia Wealth Advisory's STT Position: Q2 2026 in Review
Principia Wealth Advisory increased its State Street (STT) stake by 15% in Q2 2026, buying an estimated $617 and bringing the position to 30 shares worth $5.09K. The position accounts for ﹤0.01% of the portfolio, ranked #365.
Principia Wealth Advisory first reported a position in STT in Q4 2024 and has held it in 7 quarters since. 1,254 funds tracked by Wall St. Rank hold STT as of Q2 2026.
- Principia Wealth Advisory held 30 shares of State Street worth $5.09K as of Q2 2026.
- Principia Wealth Advisory bought 4 State Street shares in Q2 2026, an estimated $617.
- State Street made up ﹤0.01% of Principia Wealth Advisory's portfolio in Q2 2026, its #365 holding.
- Principia Wealth Advisory first reported a position in State Street in Q4 2024 and has held it in 7 quarters since.
- 1,254 funds tracked by Wall St. Rank held State Street as of Q2 2026.
Based on Principia Wealth Advisory's 13F filing for Q2 2026, filed 26 Aug 2026.