Soundwatch Capital’s State Street STT Stock Holding History

Soundwatch Capital’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
2025 Q3	–	Sell	-719	Closed	-$439K	–	131
2025 Q2	$439K	Buy	+719	New	+$66.5K	0.07%	109

Other funds holding STT

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Soundwatch Capital's STT Position: Q3 2025 in Review

Soundwatch Capital sold out of State Street (STT) in Q3 2025, closing a stake of 719 shares — an estimated $439K sold.

Soundwatch Capital first reported a position in STT in Q2 2025 and held it in 1 quarter. The position peaked at $439K in Q2 2025. 1,027 funds tracked by Wall St. Rank hold STT as of Q3 2025.

Soundwatch Capital reported no remaining State Street position as of Q3 2025 after selling out during the quarter.
Soundwatch Capital sold 719 State Street shares in Q3 2025, an estimated $439K.
Soundwatch Capital first reported a position in State Street in Q2 2025 and held it in 1 quarter.
Soundwatch Capital's State Street position peaked at $439K in Q2 2025.
1,027 funds tracked by Wall St. Rank held State Street as of Q3 2025.

Based on Soundwatch Capital's 13F filing for Q3 2025, filed 5 Nov 2025.