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Stephens Consulting’s State Street STT Stock Holding History

Stephens Consulting’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
-139
Closed -$14.8K – 1063
2025
Q2 		$14.8K Sell
139
-25
-15% -$2.31K ﹤0.01% 293
2025
Q1 		$14.7K Buy
+164
New +$15.7K ﹤0.01% 291
2022
Q1 		– Sell
-23
Closed -$2.14K – 677
2021
Q4 		$2.14K Buy
+23
New +$2.17K ﹤0.01% 606

Other funds holding STT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Stephens Consulting's STT Position: Q3 2025 in Review

Stephens Consulting sold out of State Street (STT) in Q3 2025, closing a stake of 139 shares — an estimated $14.8K sold.

Stephens Consulting first reported a position in STT in Q4 2021 and held it in 3 quarters. The position peaked at $14.8K in Q2 2025. 1,027 funds tracked by Wall St. Rank hold STT as of Q3 2025.

  • Stephens Consulting reported no remaining State Street position as of Q3 2025 after selling out during the quarter.
  • Stephens Consulting sold 139 State Street shares in Q3 2025, an estimated $14.8K.
  • Stephens Consulting first reported a position in State Street in Q4 2021 and held it in 3 quarters.
  • Stephens Consulting's State Street position peaked at $14.8K in Q2 2025.
  • 1,027 funds tracked by Wall St. Rank held State Street as of Q3 2025.

Based on Stephens Consulting's 13F filing for Q3 2025, filed 15 Oct 2025.