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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
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

AAMU
AEGON Asset Management (UK) Edinburgh, United Kingdom $9.38B AUM 48.94% 1-Year Est. Return
Wealth Enhancement Advisory Services
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
AT
Arbejdsmarkedets Tillaegspension Hilleroed $4.6B AUM
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
BC
Burney Company Reston, Virginia $3.71B AUM 37.66% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
ACM
Argent Capital Management St Louis, Missouri $3.17B AUM 36.16% 1-Year Est. Return
WC
Woodstock Corp Boston, Massachusetts $1.2B AUM 26.37% 1-Year Est. Return

Retirement Wealth Solutions's STT Position: Q2 2026 in Review

Retirement Wealth Solutions increased its State Street (STT) stake by 40% in Q2 2026, buying an estimated $308 and bringing the position to 7 shares worth $1.19K. The position accounts for ﹤0.01% of the portfolio, ranked #617.

Retirement Wealth Solutions first reported a position in STT in Q1 2026 and has held it in 2 quarters since. 182 funds tracked by Wall St. Rank hold STT as of Q2 2026.

  • Retirement Wealth Solutions held 7 shares of State Street worth $1.19K as of Q2 2026.
  • Retirement Wealth Solutions bought 2 State Street shares in Q2 2026, an estimated $308.
  • State Street made up ﹤0.01% of Retirement Wealth Solutions's portfolio in Q2 2026, its #617 holding.
  • Retirement Wealth Solutions first reported a position in State Street in Q1 2026 and has held it in 2 quarters since.
  • 182 funds tracked by Wall St. Rank held State Street as of Q2 2026.

Based on Retirement Wealth Solutions's 13F filing for Q2 2026, filed 7 Jul 2026.