Sound Income Strategies’s State Street STT Stock Holding History

Sound Income Strategies’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	$381K	Buy	2,247 +1,947	+649%	+$300K	0.02%	326
2026 Q1	$38.5K	Buy	300 +132	+79%	+$16.9K	﹤0.01%	921
2025 Q4	$21.5K	Buy	+168	New	+$20.1K	﹤0.01%	1124
2021 Q2	–	Sell	-15	Closed	-$1.26K	–	1035
2021 Q1	$1.26K	Buy	+15	New	+$1.16K	﹤0.01%	814
2019 Q1	–	Sell	-15	Closed	-$1K	–	785
2018 Q4	$1K	Hold	15	–	–	﹤0.01%	622
2018 Q3	$1K	Buy	+15	New	+$1.32K	﹤0.01%	643

Other funds holding STT

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Metropolis Capital Amersham, United Kingdom $3.45B AUM 1.26% 1-Year Est. Return

FWCM

Ferguson Wellman Capital Management Portland, Oregon $8.19B AUM 30.56% 1-Year Est. Return

AAMU

AEGON Asset Management (UK) Edinburgh, United Kingdom $9.38B AUM 48.94% 1-Year Est. Return

CNAM

Campbell Newman Asset Management Milwaukee, Wisconsin $1.35B AUM 38.87% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

CPC

Cookson Peirce & Co Pittsburgh, Pennsylvania $3.04B AUM 94.11% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Vest Financial Mclean, Virginia $9.52B AUM 31.6% 1-Year Est. Return

WCM

Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return

Sound Income Strategies's STT Position: Q2 2026 in Review

Sound Income Strategies increased its State Street (STT) stake by 649% in Q2 2026, buying an estimated $300K and bringing the position to 2,247 shares worth $381K. The position accounts for 0.02% of the portfolio, ranked #326.

Sound Income Strategies first reported a position in STT in Q3 2018 and has held it in 6 quarters since. 331 funds tracked by Wall St. Rank hold STT as of Q2 2026.

Sound Income Strategies held 2,247 shares of State Street worth $381K as of Q2 2026.
Sound Income Strategies bought 1,947 State Street shares in Q2 2026, an estimated $300K.
State Street made up 0.02% of Sound Income Strategies's portfolio in Q2 2026, its #326 holding.
Sound Income Strategies first reported a position in State Street in Q3 2018 and has held it in 6 quarters since.
331 funds tracked by Wall St. Rank held State Street as of Q2 2026.

Based on Sound Income Strategies's 13F filing for Q2 2026, filed 20 Jul 2026.