Summit Financial Wealth Advisors’s State Street STT Stock Holding History

Summit Financial 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	$285K	Buy	+1,679	New	+$259K	0.04%	180
2015 Q4	–	Sell	-255	Closed	-$17K	–	203
2015 Q3	$17K	Hold	255	–	–	0.01%	168
2015 Q2	$19K	Hold	255	–	–	0.01%	200
2015 Q1	$20K	Hold	255	–	–	0.01%	165
2014 Q4	$20K	Buy	+255	New	+$19.1K	0.01%	165

Other funds holding STT

AAMU

AEGON Asset Management (UK) Edinburgh, United Kingdom $9.38B AUM 48.94% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

WCM

Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return

GGI

Godsey & Gibb Inc Richmond, Virginia $1.22B AUM 27.93% 1-Year Est. Return

Arbejdsmarkedets Tillaegspension Hilleroed $4.6B AUM

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Burney Company Reston, Virginia $3.71B AUM 37.66% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

ACM

Argent Capital Management St Louis, Missouri $3.17B AUM 36.16% 1-Year Est. Return

Woodstock Corp Boston, Massachusetts $1.2B AUM 26.37% 1-Year Est. Return

Summit Financial Wealth Advisors's STT Position: Q2 2026 in Review

Summit Financial Wealth Advisors opened a new position in State Street (STT) in Q2 2026: 1,679 shares worth $285K. The stake represents 0.04% of the portfolio and ranks #180 among its holdings. This is a return to the name: Summit Financial Wealth Advisors previously reported a position in STT as recently as Q3 2015.

Summit Financial Wealth Advisors first reported a position in STT in Q4 2014 and has held it in 5 quarters since. 182 funds tracked by Wall St. Rank hold STT as of Q2 2026.

Summit Financial Wealth Advisors held 1,679 shares of State Street worth $285K as of Q2 2026.
State Street was a new Summit Financial Wealth Advisors position in Q2 2026.
State Street made up 0.04% of Summit Financial Wealth Advisors's portfolio in Q2 2026, its #180 holding.
Summit Financial Wealth Advisors first reported a position in State Street in Q4 2014 and has held it in 5 quarters since.
182 funds tracked by Wall St. Rank held State Street as of Q2 2026.

Based on Summit Financial Wealth Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.