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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
Q3 		$635K Buy
3,628
+1,381
+61% +$256K 0.03% 253
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

Ferguson Wellman Capital Management
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
Wedge Capital Management
Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return
GGI
Godsey & Gibb Inc Richmond, Virginia $1.21B AUM 18.94% 1-Year Est. Return
AIA
Allied Investment Advisors Billings, Montana $1.06B AUM 16.89% 1-Year Est. Return
Burney Company
Burney Company Reston, Virginia $3.66B AUM 27.59% 1-Year Est. Return
ACM
Argent Capital Management St Louis, Missouri $3.14B AUM 31.36% 1-Year Est. Return
Artemis Investment Management
Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return
WC
Woodstock Corp Boston, Massachusetts $1.24B AUM 22.02% 1-Year Est. Return
MN Services Vermogensbeheer
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
Czech National Bank
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return

Sound Income Strategies's STT Position: Q3 2026 in Review

Sound Income Strategies increased its State Street (STT) stake by 61% in Q3 2026, buying an estimated $256K and bringing the position to 3,628 shares worth $635K. The position accounts for 0.03% of the portfolio, ranked #253.

Sound Income Strategies first reported a position in STT in Q3 2018 and has held it in 7 quarters since. 168 funds tracked by Wall St. Rank hold STT as of Q3 2026.

  • Sound Income Strategies held 3,628 shares of State Street worth $635K as of Q3 2026.
  • Sound Income Strategies bought 1,381 State Street shares in Q3 2026, an estimated $256K.
  • State Street made up 0.03% of Sound Income Strategies's portfolio in Q3 2026, its #253 holding.
  • Sound Income Strategies first reported a position in State Street in Q3 2018 and has held it in 7 quarters since.
  • 168 funds tracked by Wall St. Rank held State Street as of Q3 2026.

Based on Sound Income Strategies's 13F filing for Q3 2026, filed 9 Oct 2026.