Retirement Wealth Solutions
STT icon

Retirement Wealth Solutions’s State Street STT Stock Holding History

Retirement Wealth Solutions’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
Q3 		$2.44K Buy
14
+7
+100% +$1.3K ﹤0.01% 558
2026
Q2 		$1.19K Buy
7
+2
+40% +$308 ﹤0.01% 617
2026
Q1 		$633 Buy
+5
New +$639 ﹤0.01% 699

Other funds holding STT

KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Ferguson Wellman Capital Management
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
Metropolis Capital
Metropolis Capital Amersham, United Kingdom $3.63B AUM 2.9% 1-Year Est. Return
Campbell Newman Asset Management
Campbell Newman Asset Management Milwaukee, Wisconsin $1.33B AUM 26.63% 1-Year Est. Return
Verity & Verity
Verity & Verity Beaufort, South Carolina $1.5B AUM 28.12% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Wedge Capital Management
Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return
Godsey & Gibb Inc
Godsey & Gibb Inc Richmond, Virginia $1.21B AUM 18.94% 1-Year Est. Return
Vest Financial
Vest Financial Mclean, Virginia $9.5B AUM 22.78% 1-Year Est. Return

Retirement Wealth Solutions's STT Position: Q3 2026 in Review

Retirement Wealth Solutions increased its State Street (STT) stake by 100% in Q3 2026, buying an estimated $1.3K and bringing the position to 14 shares worth $2.44K. The position accounts for ﹤0.01% of the portfolio, ranked #558.

Retirement Wealth Solutions first reported a position in STT in Q1 2026 and has held it in 3 quarters since. 317 funds tracked by Wall St. Rank hold STT as of Q3 2026.

  • Retirement Wealth Solutions held 14 shares of State Street worth $2.44K as of Q3 2026.
  • Retirement Wealth Solutions bought 7 State Street shares in Q3 2026, an estimated $1.3K.
  • State Street made up ﹤0.01% of Retirement Wealth Solutions's portfolio in Q3 2026, its #558 holding.
  • Retirement Wealth Solutions first reported a position in State Street in Q1 2026 and has held it in 3 quarters since.
  • 317 funds tracked by Wall St. Rank held State Street as of Q3 2026.

Based on Retirement Wealth Solutions's 13F filing for Q3 2026, filed 7 Oct 2026.