Relyea Zuckerberg Hanson’s State Street STT Stock Holding History

Relyea Zuckerberg Hanson’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	$849K	Buy	5,004 +80	+2%	+$12.3K	0.07%	126
2026 Q1	$623K	Sell	4,924 -472	-9%	-$60.4K	0.06%	136
2025 Q4	$696K	Sell	5,396 -42	-0.8%	-$5.03K	0.07%	127
2025 Q3	$631K	Buy	5,438 +496	+10%	+$55.4K	0.07%	131
2025 Q2	$526K	Buy	4,942 +48	+1%	+$4.44K	0.06%	144
2025 Q1	$438K	Sell	4,894 -25	-0.5%	-$2.39K	0.06%	163
2024 Q4	$483K	Buy	4,919 +70	+1%	+$6.63K	0.06%	148
2024 Q3	$429K	Sell	4,849 -8	-0.2%	-$660	0.07%	155
2024 Q2	$359K	Buy	4,857 +1,616	+50%	+$120K	0.06%	159
2024 Q1	$251K	Buy	3,241 +536	+20%	+$39.8K	0.04%	203
2023 Q4	$210K	Buy	+2,705	New	+$189K	0.04%	208

Other funds holding STT

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

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 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

Arbejdsmarkedets Tillaegspension Hilleroed $4.6B AUM

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

Relyea Zuckerberg Hanson's STT Position: Q2 2026 in Review

Relyea Zuckerberg Hanson increased its State Street (STT) stake by 1.6% in Q2 2026, buying an estimated $12.3K and bringing the position to 5,004 shares worth $849K. The position accounts for 0.07% of the portfolio, ranked #126.

Relyea Zuckerberg Hanson first reported a position in STT in Q4 2023 and has held it in 11 quarters since. 260 funds tracked by Wall St. Rank hold STT as of Q2 2026.

Relyea Zuckerberg Hanson held 5,004 shares of State Street worth $849K as of Q2 2026.
Relyea Zuckerberg Hanson bought 80 State Street shares in Q2 2026, an estimated $12.3K.
State Street made up 0.07% of Relyea Zuckerberg Hanson's portfolio in Q2 2026, its #126 holding.
Relyea Zuckerberg Hanson first reported a position in State Street in Q4 2023 and has held it in 11 quarters since.
260 funds tracked by Wall St. Rank held State Street as of Q2 2026.

Based on Relyea Zuckerberg Hanson's 13F filing for Q2 2026, filed 16 Jul 2026.