SteelPeak Wealth’s State Street STT Stock Holding History

SteelPeak 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
2025 Q2	–	Hold	0	–	-$62.7K	–	652
2025 Q1	–	Hold	0	–	–	–	539

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

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

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

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

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

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

Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return

SteelPeak Wealth's STT Position: Q2 2025 in Review

SteelPeak Wealth sold out of State Street (STT) in Q2 2025, closing a stake of 23,304 shares — an estimated $2.09M sold.

SteelPeak Wealth first reported a position in STT in Q2 2022 and held it in 5 quarters. The position peaked at $3.47M in Q3 2024. 992 funds tracked by Wall St. Rank hold STT as of Q2 2025.

SteelPeak Wealth reported no remaining State Street position as of Q2 2025 after selling out during the quarter.
SteelPeak Wealth sold 23,304 State Street shares in Q2 2025, an estimated $2.09M.
SteelPeak Wealth first reported a position in State Street in Q2 2022 and held it in 5 quarters.
SteelPeak Wealth's State Street position peaked at $3.47M in Q3 2024.
992 funds tracked by Wall St. Rank held State Street as of Q2 2025.

Based on SteelPeak Wealth's 13F filing for Q2 2025, filed 23 Jul 2025.