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Sarver Vrooman Wealth Advisors’s State Street STT Stock Holding History

Sarver Vrooman Wealth 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
Q2 		$56.2K Sell
329
-24
-7% -$3.7K 0.03% 54
2026
Q1 		$44.7K Sell
353
-100
-22% -$12.8K 0.03% 67
2025
Q4 		$58.4K Sell
453
-272
-38% -$32.6K 0.04% 50
2025
Q3 		$84.1K Hold
725
– – 0.05% 33
2025
Q2 		$77.1K Buy
+725
New +$67.1K 0.05% 35

Other funds holding STT

AAMU
AEGON Asset Management (UK) Edinburgh, United Kingdom $9.38B AUM 48.94% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return
GGI
Godsey & Gibb Inc Richmond, Virginia $1.22B AUM 27.93% 1-Year Est. Return
AT
Arbejdsmarkedets Tillaegspension Hilleroed $4.6B AUM
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
BC
Burney Company Reston, Virginia $3.71B AUM 37.66% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
ACM
Argent Capital Management St Louis, Missouri $3.17B AUM 36.16% 1-Year Est. Return
WC
Woodstock Corp Boston, Massachusetts $1.2B AUM 26.37% 1-Year Est. Return

Sarver Vrooman Wealth Advisors's STT Position: Q2 2026 in Review

Sarver Vrooman Wealth Advisors reduced its State Street (STT) stake by 6.8% in Q2 2026, selling an estimated $3.7K and leaving 329 shares worth $56.2K. The position accounts for 0.03% of the portfolio, ranked #54.

Sarver Vrooman Wealth Advisors first reported a position in STT in Q2 2025 and has held it in 5 quarters since. The position peaked at $84.1K in Q3 2025. 182 funds tracked by Wall St. Rank hold STT as of Q2 2026.

  • Sarver Vrooman Wealth Advisors held 329 shares of State Street worth $56.2K as of Q2 2026.
  • Sarver Vrooman Wealth Advisors sold 24 State Street shares in Q2 2026, an estimated $3.7K.
  • State Street made up 0.03% of Sarver Vrooman Wealth Advisors's portfolio in Q2 2026, its #54 holding.
  • Sarver Vrooman Wealth Advisors first reported a position in State Street in Q2 2025 and has held it in 5 quarters since.
  • Sarver Vrooman Wealth Advisors's State Street position peaked at $84.1K in Q3 2025.
  • 182 funds tracked by Wall St. Rank held State Street as of Q2 2026.

Based on Sarver Vrooman Wealth Advisors's 13F filing for Q2 2026, filed 2 Jul 2026.