Retirement Planning Company of New England’s State Street STT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$217K Buy
+1,278
New +$197K 0.08% 246
2022
Q2
Sell
-2,558
Closed -$222K 230
2022
Q1
$222K Buy
2,558
+2
+0.1% +$185 0.13% 209
2021
Q4
$237K Buy
+2,556
New +$241K 0.12% 189

Other funds holding STT

Retirement Planning Company of New England's STT Position: Q2 2026 in Review

Retirement Planning Company of New England opened a new position in State Street (STT) in Q2 2026: 1,278 shares worth $217K. The stake represents 0.08% of the portfolio and ranks #246 among its holdings. This is a return to the name: Retirement Planning Company of New England previously reported a position in STT as recently as Q1 2022.

Retirement Planning Company of New England first reported a position in STT in Q4 2021 and has held it in 3 quarters since. The position peaked at $237K in Q4 2021. 765 funds tracked by Wall St. Rank hold STT as of Q2 2026.

  • Retirement Planning Company of New England held 1,278 shares of State Street worth $217K as of Q2 2026.
  • State Street was a new Retirement Planning Company of New England position in Q2 2026.
  • State Street made up 0.08% of Retirement Planning Company of New England's portfolio in Q2 2026, its #246 holding.
  • Retirement Planning Company of New England first reported a position in State Street in Q4 2021 and has held it in 3 quarters since.
  • Retirement Planning Company of New England's State Street position peaked at $237K in Q4 2021.
  • 765 funds tracked by Wall St. Rank held State Street as of Q2 2026.

Based on Retirement Planning Company of New England's 13F filing for Q2 2026, filed 30 Jul 2026.