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Simplicity Wealth’s State Street STT Stock Holding History

Simplicity Wealth’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 		$260K Buy
+1,532
New +$236K 0.01% 887
2024
Q3 		– Sell
-7,006
Closed -$518K – 1112
2024
Q2 		$518K Sell
7,006
-97
-1% -$7.23K 0.01% 746
2024
Q1 		$549K Buy
+7,103
New +$527K 0.01% 698

Other funds holding STT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
ROTUOC
Regents of the University of California Oakland, California $4.36B AUM 33.89% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Simplicity Wealth's STT Position: Q2 2026 in Review

Simplicity Wealth opened a new position in State Street (STT) in Q2 2026: 1,532 shares worth $260K. The stake represents 0.01% of the portfolio and ranks #887 among its holdings. This is a return to the name: Simplicity Wealth previously reported a position in STT as recently as Q2 2024.

Simplicity Wealth first reported a position in STT in Q1 2024 and has held it in 3 quarters since. The position peaked at $549K in Q1 2024. 1,257 funds tracked by Wall St. Rank hold STT as of Q2 2026.

  • Simplicity Wealth held 1,532 shares of State Street worth $260K as of Q2 2026.
  • State Street was a new Simplicity Wealth position in Q2 2026.
  • State Street made up 0.01% of Simplicity Wealth's portfolio in Q2 2026, its #887 holding.
  • Simplicity Wealth first reported a position in State Street in Q1 2024 and has held it in 3 quarters since.
  • Simplicity Wealth's State Street position peaked at $549K in Q1 2024.
  • 1,257 funds tracked by Wall St. Rank held State Street as of Q2 2026.

Based on Simplicity Wealth's 13F filing for Q2 2026, filed 6 Aug 2026.