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Puff Wealth Management’s State Street STT Stock Holding History

Puff Wealth 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
2025
Q3 		– Sell
-18,900
Closed -$2.01M – 117
2025
Q2 		$2.01M Hold
18,900
– – 1.46% 20
2025
Q1 		$1.69M Buy
+18,900
New +$1.81M 1.59% 22

Other funds holding STT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Puff Wealth Management's STT Position: Q3 2025 in Review

Puff Wealth Management sold out of State Street (STT) in Q3 2025, closing a stake of 131 shares — an estimated $13.9K sold.

Puff Wealth Management first reported a position in STT in Q1 2025 and held it in 2 quarters. The position peaked at $13.9K in Q2 2025. 1,027 funds tracked by Wall St. Rank hold STT as of Q3 2025.

  • Puff Wealth Management reported no remaining State Street position as of Q3 2025 after selling out during the quarter.
  • Puff Wealth Management sold 131 State Street shares in Q3 2025, an estimated $13.9K.
  • Puff Wealth Management first reported a position in State Street in Q1 2025 and held it in 2 quarters.
  • Puff Wealth Management's State Street position peaked at $13.9K in Q2 2025.
  • 1,027 funds tracked by Wall St. Rank held State Street as of Q3 2025.

Based on Puff Wealth Management's 13F filing for Q3 2025, filed 6 Oct 2025.