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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
Q2 		$438K Sell
2,585
-268
-9% -$41.3K ﹤0.01% 1153
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 $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 $3.37T AUM 44.26% 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

Summit Financial's STT Position: Q2 2026 in Review

Summit Financial reduced its State Street (STT) stake by 9.4% in Q2 2026, selling an estimated $41.3K and leaving 2,585 shares worth $438K. The position accounts for ﹤0.01% of the portfolio, ranked #1153.

Summit Financial first reported a position in STT in Q2 2025 and has held it in 5 quarters since. 1,258 funds tracked by Wall St. Rank hold STT as of Q2 2026.

  • Summit Financial held 2,585 shares of State Street worth $438K as of Q2 2026.
  • Summit Financial sold 268 State Street shares in Q2 2026, an estimated $41.3K.
  • State Street made up ﹤0.01% of Summit Financial's portfolio in Q2 2026, its #1153 holding.
  • Summit Financial first reported a position in State Street in Q2 2025 and has held it in 5 quarters since.
  • 1,258 funds tracked by Wall St. Rank held State Street as of Q2 2026.

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