RA
STT icon

Rise Advisors’s State Street STT Stock Holding History

Rise Advisors’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
2025
Q4 		– Sell
-171
Closed -$19.8K – 1259
2025
Q3 		$19.8K Buy
171
+6
+4% +$670 0.01% 580
2025
Q2 		$17.5K Buy
165
+1
+0.6% +$92 0.01% 612
2025
Q1 		$14.6K Buy
164
+2
+1% +$191 0.01% 707
2024
Q4 		$15.9K Buy
162
+1
+0.6% +$95 0.01% 793
2024
Q3 		$14.2K Buy
161
+2
+1% +$165 0.01% 893
2024
Q2 		$11.8K Buy
159
+1
+0.6% +$75 0.01% 948
2024
Q1 		$12.2K Buy
+158
New +$11.7K 0.01% 990
2023
Q4 		– Sell
-50
Closed -$3.36K – 665
2023
Q3 		$3.36K Buy
+50
New +$3.53K ﹤0.01% 409
2023
Q2 		– Hold
0
– – – 674
2023
Q1 		– Hold
0
– – – 805
2022
Q4 		– Sell
-600
Closed -$44.2K – 764
2022
Q3 		$36K Buy
+600
New +$41K 0.03% 186

Other funds holding STT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
ROTUOC
Regents of the University of California Oakland, California $4.36B AUM 33.89% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Rise Advisors's STT Position: Q4 2025 in Review

Rise Advisors sold out of State Street (STT) in Q4 2025, closing a stake of 171 shares — an estimated $19.8K sold.

Rise Advisors first reported a position in STT in Q3 2022 and held it in 9 quarters. The position peaked at $36K in Q3 2022. 1,103 funds tracked by Wall St. Rank hold STT as of Q4 2025.

  • Rise Advisors reported no remaining State Street position as of Q4 2025 after selling out during the quarter.
  • Rise Advisors sold 171 State Street shares in Q4 2025, an estimated $19.8K.
  • Rise Advisors first reported a position in State Street in Q3 2022 and held it in 9 quarters.
  • Rise Advisors's State Street position peaked at $36K in Q3 2022.
  • 1,103 funds tracked by Wall St. Rank held State Street as of Q4 2025.

Based on Rise Advisors's 13F filing for Q4 2025, filed 11 Feb 2026.