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Summit Financial’s State Street STT Stock Holding History

Summit Financial’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
Q1 		$361K Sell
2,853
-3
-0.1% -$384 ﹤0.01% 1109
2025
Q4 		$369K Buy
2,856
+573
+25% +$68.6K 0.01% 997
2025
Q3 		$265K Buy
2,283
+45
+2% +$5.02K ﹤0.01% 1101
2025
Q2 		$238K Buy
+2,238
New +$207K 0.01% 744

Other funds holding STT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
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
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

Summit Financial's STT Position: Q1 2026 in Review

Summit Financial reduced its State Street (STT) stake by 0.11% in Q1 2026, selling an estimated $384 and leaving 2,853 shares worth $361K. The position accounts for ﹤0.01% of the portfolio, ranked #1109.

Summit Financial first reported a position in STT in Q2 2025 and has held it in 4 quarters since. The position peaked at $369K in Q4 2025. 1,129 funds tracked by Wall St. Rank hold STT as of Q1 2026.

  • Summit Financial held 2,853 shares of State Street worth $361K as of Q1 2026.
  • Summit Financial sold 3 State Street shares in Q1 2026, an estimated $384.
  • State Street made up ﹤0.01% of Summit Financial's portfolio in Q1 2026, its #1109 holding.
  • Summit Financial first reported a position in State Street in Q2 2025 and has held it in 4 quarters since.
  • Summit Financial's State Street position peaked at $369K in Q4 2025.
  • 1,129 funds tracked by Wall St. Rank held State Street as of Q1 2026.

Based on Summit Financial's 13F filing for Q1 2026, filed 15 May 2026.