Steward Partners Investment Advisory’s State Street STT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $5.32M | Buy |
31,346
+15,589
| +99% | +$2.4M | 0.03% | 549 |
|
|
2026
Q1 | $1.99M | Buy |
15,757
+1,783
| +13% | +$228K | 0.01% | 852 |
|
|
2025
Q4 | $1.8M | Sell |
13,974
-406
| -3% | -$48.6K | 0.01% | 823 |
|
|
2025
Q3 | $1.67M | Buy |
14,380
+817
| +6% | +$91.2K | 0.01% | 842 |
|
|
2025
Q2 | $1.44M | Buy |
13,563
+423
| +3% | +$39.1K | 0.01% | 834 |
|
|
2025
Q1 | $1.18M | Buy |
13,140
+98
| +0.8% | +$9.36K | 0.01% | 855 |
|
|
2024
Q4 | $1.28M | Sell |
13,042
-349
| -3% | -$33K | 0.01% | 794 |
|
|
2024
Q3 | $1.18M | Buy |
13,391
+2,779
| +26% | +$229K | 0.01% | 799 |
|
|
2024
Q2 | $785K | Buy |
10,612
+566
| +6% | +$42.2K | 0.01% | 895 |
|
|
2024
Q1 | $777K | Buy |
10,046
+4,669
| +87% | +$346K | 0.01% | 884 |
|
|
2023
Q4 | $417K | Buy |
5,377
+28
| +0.5% | +$1.95K | 0.01% | 1075 |
|
|
2023
Q3 | $358K | Sell |
5,349
-1,150
| -18% | -$81.1K | 0.01% | 1056 |
|
|
2023
Q2 | $476K | Buy |
6,499
+1,416
| +28% | +$102K | 0.01% | 950 |
|
|
2023
Q1 | $385K | Buy |
5,083
+6
| +0.1% | +$505 | 0.01% | 1017 |
|
|
2022
Q4 | $394K | Buy |
5,077
+9
| +0.2% | +$663 | 0.01% | 987 |
|
|
2022
Q3 | $308K | Buy |
5,068
+778
| +18% | +$53.2K | 0.01% | 1028 |
|
|
2022
Q2 | $264K | Buy |
4,290
+117
| +3% | +$8.28K | ﹤0.01% | 1092 |
|
|
2022
Q1 | $364K | Buy |
4,173
+869
| +26% | +$80.5K | 0.01% | 1048 |
|
|
2021
Q4 | $307K | Hold |
3,304
| – | – | ﹤0.01% | 1127 |
|
|
2021
Q3 | $280K | Hold |
3,304
| – | – | ﹤0.01% | 1128 |
|
|
2021
Q2 | $272K | Sell |
3,304
-33,540
| -91% | -$2.83M | ﹤0.01% | 1280 |
|
|
2021
Q1 | $3.1M | Buy |
36,844
+32,230
| +699% | +$2.5M | 0.05% | 333 |
|
|
2020
Q4 | $336K | Sell |
4,614
-80
| -2% | -$5.43K | 0.01% | 873 |
|
|
2020
Q3 | $278K | Buy |
4,694
+201
| +4% | +$13K | 0.01% | 834 |
|
|
2020
Q2 | $286K | Buy |
4,493
+52
| +1% | +$3.14K | 0.01% | 772 |
|
|
2020
Q1 | $236K | Sell |
4,441
-2,505
| -36% | -$174K | 0.01% | 743 |
|
|
2019
Q4 | $549K | Buy |
6,946
+43
| +0.6% | +$3.03K | 0.02% | 605 |
|
|
2019
Q3 | $408K | Sell |
6,903
-210
| -3% | -$11.6K | 0.01% | 643 |
|
|
2019
Q2 | $398K | Sell |
7,113
-339
| -5% | -$21.1K | 0.01% | 613 |
|
|
2019
Q1 | $490K | Buy |
7,452
+3,187
| +75% | +$221K | 0.02% | 528 |
|
|
2018
Q4 | $268K | Sell |
4,265
-1,262
| -23% | -$90.4K | 0.01% | 629 |
|
|
2018
Q3 | $463K | Sell |
5,527
-2,026
| -27% | -$178K | 0.02% | 523 |
|
|
2018
Q2 | $703K | Buy |
7,553
+748
| +11% | +$74.2K | 0.04% | 383 |
|
|
2018
Q1 | $678K | Buy |
6,805
+704
| +12% | +$73.8K | 0.05% | 353 |
|
|
2017
Q4 | $595K | Buy |
6,101
+5,089
| +503% | +$486K | 0.05% | 331 |
|
|
2017
Q3 | $96K | Buy |
1,012
+496
| +96% | +$46.2K | 0.01% | 551 |
|
|
2017
Q2 | $46K | Sell |
516
-43
| -8% | -$3.58K | 0.01% | 644 |
|
|
2017
Q1 | $44K | Buy |
559
+89
| +19% | +$7.06K | 0.01% | 578 |
|
|
2016
Q4 | $36K | Buy |
+470
| New | +$35.4K | 0.02% | 367 |
|
Other funds holding STT
ROTUOC
Steward Partners Investment Advisory's STT Position: Q2 2026 in Review
Steward Partners Investment Advisory increased its State Street (STT) stake by 99% in Q2 2026, buying an estimated $2.4M and bringing the position to 31,346 shares worth $5.32M. The position accounts for 0.03% of the portfolio, ranked #549.
Steward Partners Investment Advisory first reported a position in STT in Q4 2016 and has held it in 39 quarters since. 1,250 funds tracked by Wall St. Rank hold STT as of Q2 2026.
- Steward Partners Investment Advisory held 31,346 shares of State Street worth $5.32M as of Q2 2026.
- Steward Partners Investment Advisory bought 15,589 State Street shares in Q2 2026, an estimated $2.4M.
- State Street made up 0.03% of Steward Partners Investment Advisory's portfolio in Q2 2026, its #549 holding.
- Steward Partners Investment Advisory first reported a position in State Street in Q4 2016 and has held it in 39 quarters since.
- 1,250 funds tracked by Wall St. Rank held State Street as of Q2 2026.
Based on Steward Partners Investment Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.