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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
2026
Q2 		$211K Buy
+1,244
New +$192K 0.01% 603
2025
Q4 		– Sell
-1,869
Closed -$217K – 709
2025
Q3 		$217K Buy
+1,869
New +$209K 0.01% 630

Other funds holding STT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
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
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Stratos Wealth Advisors's STT Position: Q2 2026 in Review

Stratos Wealth Advisors opened a new position in State Street (STT) in Q2 2026: 1,244 shares worth $211K. The stake represents 0.01% of the portfolio and ranks #603 among its holdings. This is a return to the name: Stratos Wealth Advisors previously reported a position in STT as recently as Q3 2025.

Stratos Wealth Advisors first reported a position in STT in Q3 2025 and has held it in 2 quarters since. The position peaked at $217K in Q3 2025. 1,260 funds tracked by Wall St. Rank hold STT as of Q2 2026.

  • Stratos Wealth Advisors held 1,244 shares of State Street worth $211K as of Q2 2026.
  • State Street was a new Stratos Wealth Advisors position in Q2 2026.
  • State Street made up 0.01% of Stratos Wealth Advisors's portfolio in Q2 2026, its #603 holding.
  • Stratos Wealth Advisors first reported a position in State Street in Q3 2025 and has held it in 2 quarters since.
  • Stratos Wealth Advisors's State Street position peaked at $217K in Q3 2025.
  • 1,260 funds tracked by Wall St. Rank held State Street as of Q2 2026.

Based on Stratos Wealth Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.