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Summit Securities Group’s State Street STT Stock Holding History

Summit Securities Group’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 		$10.9K Sell
64
-1,258
-95% -$194K ﹤0.01% 824
2026
Q1 		$167K Sell
1,322
-2,157
-62% -$276K 0.02% 240
2025
Q4 		$449K Buy
3,479
+1,851
+114% +$222K 0.06% 210
2025
Q3 		$189K Buy
1,628
+1,436
+748% +$160K 0.04% 276
2025
Q2 		$20.4K Sell
192
-522
-73% -$48.3K ﹤0.01% 722
2025
Q1 		$63.9K Buy
714
+14
+2% +$1.34K 0.01% 297
2024
Q4 		$68.7K Buy
+700
New +$66.3K 0.01% 256
2024
Q1 		– Sell
-4,100
Closed -$318K – 862
2023
Q4 		$318K Buy
+4,100
New +$286K 0.03% 221
2023
Q3 		– Sell
-436
Closed -$32K – 991
2023
Q2 		$32K Sell
436
-249
-36% -$17.9K ﹤0.01% 524
2023
Q1 		$52K Buy
685
+315
+85% +$26.5K ﹤0.01% 417
2022
Q4 		$29K Sell
370
-2,245
-86% -$165K ﹤0.01% 833
2022
Q3 		$159K Buy
2,615
+1,648
+170% +$113K 0.01% 455
2022
Q2 		$60K Buy
967
+317
+49% +$22.4K 0.01% 510
2022
Q1 		$57K Buy
+650
New +$60.2K 0.01% 587
2017
Q2 		– Sell
-2,537
Closed -$202K – 359
2017
Q1 		$202K Buy
+2,537
New +$201K 0.06% 280
2016
Q1 		– Sell
-5,014
Closed -$333K – 310
2015
Q4 		$333K Buy
+5,014
New +$348K 0.11% 134
2015
Q3 		– Sell
-833
Closed -$64K – 510
2015
Q2 		$64K Buy
833
+733
+733% +$57.1K 0.03% 166
2015
Q1 		$7K Sell
100
-900
-90% -$67.4K 0.01% 298
2014
Q4 		$79K Sell
1,000
-400
-29% -$30K 0.02% 285
2014
Q3 		$103K Buy
+1,400
New +$99.7K 0.03% 300
2014
Q1 		– Sell
-200
Closed -$15K – 561
2013
Q4 		$15K Buy
+200
New +$14K ﹤0.01% 326

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 Securities Group's STT Position: Q2 2026 in Review

Summit Securities Group reduced its State Street (STT) stake by 95% in Q2 2026, selling an estimated $194K and leaving 64 shares worth $10.9K. The position accounts for ﹤0.01% of the portfolio, ranked #824.

Summit Securities Group first reported a position in STT in Q4 2013 and has held it in 21 quarters since. The position peaked at $449K in Q4 2025. 1,257 funds tracked by Wall St. Rank hold STT as of Q2 2026.

  • Summit Securities Group held 64 shares of State Street worth $10.9K as of Q2 2026.
  • Summit Securities Group sold 1,258 State Street shares in Q2 2026, an estimated $194K.
  • State Street made up ﹤0.01% of Summit Securities Group's portfolio in Q2 2026, its #824 holding.
  • Summit Securities Group first reported a position in State Street in Q4 2013 and has held it in 21 quarters since.
  • Summit Securities Group's State Street position peaked at $449K in Q4 2025.
  • 1,257 funds tracked by Wall St. Rank held State Street as of Q2 2026.

Based on Summit Securities Group's 13F filing for Q2 2026, filed 3 Aug 2026.