RMG Wealth Management’s State Street STT Stock Holding History

RMG Wealth Management’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	–	Sell	-1,659	Closed	-$155K	–	707
2026 Q1	$155K	Buy	+1,659	New	+$212K	0.02%	83

Other funds holding STT

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

ROTUOC

Regents of the University of California Oakland, California $4.36B AUM 33.89% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

RMG Wealth Management's STT Position: Q2 2026 in Review

RMG Wealth Management sold out of State Street (STT) in Q2 2026, closing a stake of 1,659 shares — an estimated $155K sold.

RMG Wealth Management first reported a position in STT in Q1 2026 and held it in 1 quarter. The position peaked at $155K in Q1 2026. 1,248 funds tracked by Wall St. Rank hold STT as of Q2 2026.

RMG Wealth Management reported no remaining State Street position as of Q2 2026 after selling out during the quarter.
RMG Wealth Management sold 1,659 State Street shares in Q2 2026, an estimated $155K.
RMG Wealth Management first reported a position in State Street in Q1 2026 and held it in 1 quarter.
RMG Wealth Management's State Street position peaked at $155K in Q1 2026.
1,248 funds tracked by Wall St. Rank held State Street as of Q2 2026.

Based on RMG Wealth Management's 13F filing for Q2 2026, filed 13 Aug 2026.