Storgate’s State Street STT Stock Holding History

Storgate’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	$887K	Buy	5,228 +2,423	+86%	+$374K	0.18%	145
2026 Q1	$355K	Buy	2,805 +42	+2%	+$5.37K	0.28%	102
2025 Q4	$356K	Buy	+2,763	New	+$331K	0.29%	102

Other funds holding STT

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

ROTUOC

Regents of the University of California Oakland, California $4.36B AUM 33.89% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Storgate's STT Position: Q2 2026 in Review

Storgate increased its State Street (STT) stake by 86% in Q2 2026, buying an estimated $374K and bringing the position to 5,228 shares worth $887K. The position accounts for 0.18% of the portfolio, ranked #145.

Storgate first reported a position in STT in Q4 2025 and has held it in 3 quarters since. 1,260 funds tracked by Wall St. Rank hold STT as of Q2 2026.

Storgate held 5,228 shares of State Street worth $887K as of Q2 2026.
Storgate bought 2,423 State Street shares in Q2 2026, an estimated $374K.
State Street made up 0.18% of Storgate's portfolio in Q2 2026, its #145 holding.
Storgate first reported a position in State Street in Q4 2025 and has held it in 3 quarters since.
1,260 funds tracked by Wall St. Rank held State Street as of Q2 2026.

Based on Storgate's 13F filing for Q2 2026, filed 12 Aug 2026.