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Sagespring Wealth Partners’s State Street STT Stock Holding History

Sagespring Wealth 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
Q1 		$668K Buy
5,279
+1,329
+34% +$170K 0.01% 427
2025
Q4 		$510K Buy
3,950
+608
+18% +$72.8K 0.01% 465
2025
Q3 		$388K Buy
3,342
+488
+17% +$54.5K 0.01% 523
2025
Q2 		$303K Buy
+2,854
New +$264K 0.01% 572

Other funds holding STT

BlackRock
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
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
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
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

Sagespring Wealth Partners's STT Position: Q1 2026 in Review

Sagespring Wealth Partners increased its State Street (STT) stake by 34% in Q1 2026, buying an estimated $170K and bringing the position to 5,279 shares worth $668K. The position accounts for 0.01% of the portfolio, ranked #427.

Sagespring Wealth Partners first reported a position in STT in Q2 2025 and has held it in 4 quarters since. 1,129 funds tracked by Wall St. Rank hold STT as of Q1 2026.

  • Sagespring Wealth Partners held 5,279 shares of State Street worth $668K as of Q1 2026.
  • Sagespring Wealth Partners bought 1,329 State Street shares in Q1 2026, an estimated $170K.
  • State Street made up 0.01% of Sagespring Wealth Partners's portfolio in Q1 2026, its #427 holding.
  • Sagespring Wealth Partners first reported a position in State Street in Q2 2025 and has held it in 4 quarters since.
  • 1,129 funds tracked by Wall St. Rank held State Street as of Q1 2026.

Based on Sagespring Wealth Partners's 13F filing for Q1 2026, filed 7 May 2026.