Quaker Wealth Management’s State Street STT Stock Holding History

Quaker 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
2026 Q1	$886	Buy	7 +2	+40%	+$256	﹤0.01%	558
2025 Q4	$646	Buy	5 +2	+67%	+$239	﹤0.01%	632
2025 Q3	$349	Hold	3	–	–	﹤0.01%	681
2025 Q2	$320	Buy	+3	New	+$277	﹤0.01%	705

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

Quaker Wealth Management's STT Position: Q1 2026 in Review

Quaker Wealth Management increased its State Street (STT) stake by 40% in Q1 2026, buying an estimated $256 and bringing the position to 7 shares worth $886. The position accounts for ﹤0.01% of the portfolio, ranked #558.

Quaker Wealth Management first reported a position in STT in Q2 2025 and has held it in 4 quarters since. 1,129 funds tracked by Wall St. Rank hold STT as of Q1 2026.

Quaker Wealth Management held 7 shares of State Street worth $886 as of Q1 2026.
Quaker Wealth Management bought 2 State Street shares in Q1 2026, an estimated $256.
State Street made up ﹤0.01% of Quaker Wealth Management's portfolio in Q1 2026, its #558 holding.
Quaker Wealth Management first reported a position in State Street in Q2 2025 and has held it in 4 quarters since.
1,129 funds tracked by Wall St. Rank held State Street as of Q1 2026.

Based on Quaker Wealth Management's 13F filing for Q1 2026, filed 10 Apr 2026.