Sunbelt Securities’s State Street STT Stock Holding History

Sunbelt Securities’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	$10.4K	Hold	82	–	–	﹤0.01%	1487
2025 Q4	$10.6K	Buy	82 +3	+4%	+$359	﹤0.01%	1425
2025 Q3	$9.16K	Hold	79	–	–	﹤0.01%	1467
2025 Q2	$7.75K	Sell	79 -15	-16%	-$1.39K	﹤0.01%	1360
2025 Q1	$8.42K	Buy	94 +15	+19%	+$1.43K	﹤0.01%	1312
2024 Q4	$7.76K	Hold	79	–	–	﹤0.01%	1363
2024 Q3	$6.99K	Sell	79 -518	-87%	-$42.7K	﹤0.01%	1369
2024 Q2	$44.2K	Sell	597 -90	-13%	-$6.71K	﹤0.01%	944
2024 Q1	$53.1K	Hold	687	–	–	0.01%	860
2023 Q4	$53.2K	Hold	687	–	–	0.01%	808
2023 Q3	$46K	Sell	687 -150	-18%	-$10.6K	0.01%	824
2023 Q2	$61.3K	Sell	837 -100	-11%	-$7.19K	0.01%	744
2023 Q1	$70.3K	Buy	+937	New	+$78.9K	0.01%	668

Other funds holding STT

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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 Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

Sunbelt Securities's STT Position: Q1 2026 in Review

Sunbelt Securities held its State Street (STT) position steady in Q1 2026 at 82 shares worth $10.4K. The position accounts for ﹤0.01% of the portfolio, ranked #1487.

Sunbelt Securities first reported a position in STT in Q1 2023 and has held it in 13 quarters since. The position peaked at $70.3K in Q1 2023. 1,129 funds tracked by Wall St. Rank hold STT as of Q1 2026.

Sunbelt Securities held 82 shares of State Street worth $10.4K as of Q1 2026.
Sunbelt Securities left its State Street share count unchanged in Q1 2026.
State Street made up ﹤0.01% of Sunbelt Securities's portfolio in Q1 2026, its #1487 holding.
Sunbelt Securities first reported a position in State Street in Q1 2023 and has held it in 13 quarters since.
Sunbelt Securities's State Street position peaked at $70.3K in Q1 2023.
1,129 funds tracked by Wall St. Rank held State Street as of Q1 2026.

Based on Sunbelt Securities's 13F filing for Q1 2026, filed 18 May 2026.