Sequoia Financial Advisors’s State Street STT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$3.5M Buy
20,639
+1,219
+6% +$188K 0.02% 429
2026
Q1
$2.46M Buy
19,420
+3,544
+22% +$453K 0.01% 539
2025
Q4
$2.05M Buy
15,876
+5,102
+47% +$611K 0.01% 565
2025
Q3
$1.25M Buy
10,774
+3,832
+55% +$428K 0.01% 689
2025
Q2
$738K Buy
6,942
+2,528
+57% +$234K 0.01% 822
2025
Q1
$395K Buy
4,414
+118
+3% +$11.3K ﹤0.01% 954
2024
Q4
$422K Buy
4,296
+751
+21% +$71.1K ﹤0.01% 874
2024
Q3
$314K Buy
3,545
+529
+18% +$43.6K ﹤0.01% 946
2024
Q2
$223K Buy
3,016
+197
+7% +$14.7K ﹤0.01% 1043
2024
Q1
$218K Sell
2,819
-1,894
-40% -$140K ﹤0.01% 1014
2023
Q4
$365K Buy
+4,713
New +$329K ﹤0.01% 852

Other funds holding STT

Sequoia Financial Advisors's STT Position: Q2 2026 in Review

Sequoia Financial Advisors increased its State Street (STT) stake by 6.3% in Q2 2026, buying an estimated $188K and bringing the position to 20,639 shares worth $3.5M. The position accounts for 0.02% of the portfolio, ranked #429.

Sequoia Financial Advisors first reported a position in STT in Q4 2023 and has held it in 11 quarters since. 1,250 funds tracked by Wall St. Rank hold STT as of Q2 2026.

  • Sequoia Financial Advisors held 20,639 shares of State Street worth $3.5M as of Q2 2026.
  • Sequoia Financial Advisors bought 1,219 State Street shares in Q2 2026, an estimated $188K.
  • State Street made up 0.02% of Sequoia Financial Advisors's portfolio in Q2 2026, its #429 holding.
  • Sequoia Financial Advisors first reported a position in State Street in Q4 2023 and has held it in 11 quarters since.
  • 1,250 funds tracked by Wall St. Rank held State Street as of Q2 2026.

Based on Sequoia Financial Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.