Stratos Wealth Advisors’s State Street STT Stock Holding History

Stratos Wealth 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
2025 Q4	–	Sell	-1,869	Closed	-$217K	–	709
2025 Q3	$217K	Buy	+1,869	New	+$209K	0.01%	630

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

ROTUOC

Regents of the University of California Oakland, California $3.01B AUM 11.91% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Stratos Wealth Advisors's STT Position: Q4 2025 in Review

Stratos Wealth Advisors sold out of State Street (STT) in Q4 2025, closing a stake of 1,869 shares — an estimated $217K sold.

Stratos Wealth Advisors first reported a position in STT in Q3 2025 and held it in 1 quarter. The position peaked at $217K in Q3 2025. 1,097 funds tracked by Wall St. Rank hold STT as of Q4 2025.

Stratos Wealth Advisors reported no remaining State Street position as of Q4 2025 after selling out during the quarter.
Stratos Wealth Advisors sold 1,869 State Street shares in Q4 2025, an estimated $217K.
Stratos Wealth Advisors first reported a position in State Street in Q3 2025 and held it in 1 quarter.
Stratos Wealth Advisors's State Street position peaked at $217K in Q3 2025.
1,097 funds tracked by Wall St. Rank held State Street as of Q4 2025.

Based on Stratos Wealth Advisors's 13F filing for Q4 2025, filed 20 Jan 2026.