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Stokes Capital Advisors’s State Street STT Stock Holding History

Stokes Capital Advisors’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
Q2 		$700K Buy
4,125
+1,050
+34% +$162K 0.15% 69
2026
Q1 		$389K Buy
+3,075
New +$393K 0.09% 75

Other funds holding STT

Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
MC
Metropolis Capital Amersham, United Kingdom $3.45B AUM 1.26% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.19B AUM 30.56% 1-Year Est. Return
AAMU
AEGON Asset Management (UK) Edinburgh, United Kingdom $9.38B AUM 48.94% 1-Year Est. Return
CNAM
Campbell Newman Asset Management Milwaukee, Wisconsin $1.35B AUM 38.87% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CPC
Cookson Peirce & Co Pittsburgh, Pennsylvania $3.04B AUM 94.11% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
VF
Vest Financial Mclean, Virginia $9.52B AUM 31.6% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return

Stokes Capital Advisors's STT Position: Q2 2026 in Review

Stokes Capital Advisors increased its State Street (STT) stake by 34% in Q2 2026, buying an estimated $162K and bringing the position to 4,125 shares worth $700K. The position accounts for 0.15% of the portfolio, ranked #69.

Stokes Capital Advisors first reported a position in STT in Q1 2026 and has held it in 2 quarters since. 331 funds tracked by Wall St. Rank hold STT as of Q2 2026.

  • Stokes Capital Advisors held 4,125 shares of State Street worth $700K as of Q2 2026.
  • Stokes Capital Advisors bought 1,050 State Street shares in Q2 2026, an estimated $162K.
  • State Street made up 0.15% of Stokes Capital Advisors's portfolio in Q2 2026, its #69 holding.
  • Stokes Capital Advisors first reported a position in State Street in Q1 2026 and has held it in 2 quarters since.
  • 331 funds tracked by Wall St. Rank held State Street as of Q2 2026.

Based on Stokes Capital Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.