Root Financial Partners
STT icon

Root Financial Partners’s State Street STT Stock Holding History

Root Financial Partners’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 		$268K Buy
+1,537
New +$284K 0.01% 344
2026
Q2 		– Sell
-528
Closed -$66.8K – 2837
2026
Q1 		$66.8K Sell
528
-31
-6% -$3.96K ﹤0.01% 733
2025
Q4 		$72.1K Buy
559
+157
+39% +$18.8K ﹤0.01% 585
2025
Q3 		$46.6K Buy
+402
New +$44.9K ﹤0.01% 693

Other funds holding STT

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Regents of the University of California
Regents of the University of California Oakland, California $6.64B AUM 23.46% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return

Root Financial Partners's STT Position: Q3 2026 in Review

Root Financial Partners opened a new position in State Street (STT) in Q3 2026: 1,537 shares worth $268K. The stake represents 0.01% of the portfolio and ranks #344 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in STT as recently as Q1 2026.

Root Financial Partners first reported a position in STT in Q3 2025 and has held it in 4 quarters since. 1,114 funds tracked by Wall St. Rank hold STT as of Q3 2026.

  • Root Financial Partners held 1,537 shares of State Street worth $268K as of Q3 2026.
  • State Street was a new Root Financial Partners position in Q3 2026.
  • State Street made up 0.01% of Root Financial Partners's portfolio in Q3 2026, its #344 holding.
  • Root Financial Partners first reported a position in State Street in Q3 2025 and has held it in 4 quarters since.
  • 1,114 funds tracked by Wall St. Rank held State Street as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.