Sage Mountain Advisors’s State Street STT Stock Holding History

Sage Mountain 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
2026 Q1	–	Sell	-3,358	Closed	-$433K	–	527
2025 Q4	$433K	Buy	3,358 +206	+7%	+$24.7K	0.02%	304
2025 Q3	$366K	Buy	3,152 +1,234	+64%	+$138K	0.02%	335
2025 Q2	$204K	Sell	1,918 -422	-18%	-$39K	0.01%	404
2025 Q1	$210K	Sell	2,340 -381	-14%	-$36.4K	0.02%	369
2024 Q4	$267K	Buy	+2,721	New	+$258K	0.02%	324
2024 Q2	–	Sell	-2,613	Closed	-$202K	–	446
2024 Q1	$202K	Buy	+2,613	New	+$194K	0.02%	320

Other funds holding STT

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

ROTUOC

Regents of the University of California Oakland, California $3.01B AUM 11.91% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

Sage Mountain Advisors's STT Position: Q1 2026 in Review

Sage Mountain Advisors sold out of State Street (STT) in Q1 2026, closing a stake of 3,358 shares — an estimated $433K sold.

Sage Mountain Advisors first reported a position in STT in Q1 2024 and held it in 6 quarters. The position peaked at $433K in Q4 2025. 1,129 funds tracked by Wall St. Rank hold STT as of Q1 2026.

Sage Mountain Advisors reported no remaining State Street position as of Q1 2026 after selling out during the quarter.
Sage Mountain Advisors sold 3,358 State Street shares in Q1 2026, an estimated $433K.
Sage Mountain Advisors first reported a position in State Street in Q1 2024 and held it in 6 quarters.
Sage Mountain Advisors's State Street position peaked at $433K in Q4 2025.
1,129 funds tracked by Wall St. Rank held State Street as of Q1 2026.

Based on Sage Mountain Advisors's 13F filing for Q1 2026, filed 11 May 2026.