SageView Advisory Group’s State Street STT Stock Holding History

SageView Advisory Group’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	$471K	Sell	3,648 -2,981	-45%	-$357K	0.02%	372
2025 Q3	$769K	Buy	6,629 +142	+2%	+$15.8K	0.03%	302
2025 Q2	$729K	Buy	6,487 +77	+1%	+$7.12K	0.03%	291
2025 Q1	$574K	Buy	6,410 +29	+0.5%	+$2.77K	0.02%	317
2024 Q4	$626K	Buy	6,381 +86	+1%	+$8.14K	0.03%	303
2024 Q3	$557K	Sell	6,295 -205	-3%	-$16.9K	0.03%	284
2024 Q2	$481K	Buy	+6,500	New	+$484K	0.02%	346
2024 Q1	–	Sell	-6,405	Closed	-$479K	–	782
2023 Q4	$479K	Buy	+6,405	New	+$447K	0.02%	403

Other funds holding STT

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

SageView Advisory Group's STT Position: Q4 2025 in Review

SageView Advisory Group reduced its State Street (STT) stake by 45% in Q4 2025, selling an estimated $357K and leaving 3,648 shares worth $471K. The position accounts for 0.02% of the portfolio, ranked #372.

SageView Advisory Group first reported a position in STT in Q4 2023 and has held it in 8 quarters since. The position peaked at $769K in Q3 2025. 1,097 funds tracked by Wall St. Rank hold STT as of Q4 2025.

SageView Advisory Group held 3,648 shares of State Street worth $471K as of Q4 2025.
SageView Advisory Group sold 2,981 State Street shares in Q4 2025, an estimated $357K.
State Street made up 0.02% of SageView Advisory Group's portfolio in Q4 2025, its #372 holding.
SageView Advisory Group first reported a position in State Street in Q4 2023 and has held it in 8 quarters since.
SageView Advisory Group's State Street position peaked at $769K in Q3 2025.
1,097 funds tracked by Wall St. Rank held State Street as of Q4 2025.

Based on SageView Advisory Group's 13F filing for Q4 2025, filed 17 Feb 2026.