SW
STT icon

SVB Wealth’s State Street STT Stock Holding History

SVB Wealth’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 		– Sell
-2,853
Closed -$361K – 396
2026
Q1 		$361K Sell
2,853
-546
-16% -$69.8K 0.02% 303
2025
Q4 		$439K Sell
3,399
-834
-20% -$99.9K 0.03% 289
2025
Q3 		$491K Sell
4,233
-106
-2% -$11.8K 0.03% 297
2025
Q2 		$461K Buy
+4,339
New +$401K 0.02% 305
2025
Q1 		– Sell
-23,501
Closed -$2.31M – 1763
2024
Q4 		$2.31M Buy
+23,501
New +$2.23M 0.04% 212
2024
Q3 		– Sell
-25,584
Closed -$1.89M – 529
2024
Q2 		$1.89M Sell
25,584
-2,601
-9% -$194K 0.05% 239
2024
Q1 		$2.18M Sell
28,185
-980
-3% -$72.7K 0.05% 238
2023
Q4 		$2.26M Sell
29,165
-918
-3% -$64K 0.06% 228
2023
Q3 		$2.01M Buy
30,083
+2,715
+10% +$191K 0.04% 224
2023
Q2 		$2M Buy
27,368
+915
+3% +$65.8K 0.04% 239
2023
Q1 		$2M Sell
26,453
-11,335
-30% -$955K 0.03% 268
2022
Q4 		$2.93M Sell
37,788
-172
-0.5% -$12.7K 0.04% 224
2022
Q3 		$2.31M Buy
37,960
+1,761
+5% +$120K 0.03% 241
2022
Q2 		$2.23M Sell
36,199
-17,055
-32% -$1.21M 0.03% 209
2022
Q1 		$4.64M Buy
53,254
+4,755
+10% +$440K 0.06% 154
2021
Q4 		$4.51M Sell
48,499
-2,958
-6% -$279K 0.07% 149
2021
Q3 		$4.36M Buy
51,457
+698
+1% +$60.7K 0.06% 174
2021
Q2 		$4.18M Sell
50,759
-47
-0.1% -$3.97K 0.05% 179
2021
Q1 		$4.27M Sell
50,806
-52
-0.1% -$4.03K 0.06% 171
2020
Q4 		$3.7M Sell
50,858
-939
-2% -$63.7K 0.05% 179
2020
Q3 		$3.07M Buy
51,797
+609
+1% +$39.5K 0.05% 183
2020
Q2 		$3.25M Sell
51,188
-1,531
-3% -$92.4K 0.06% 163
2020
Q1 		$2.81M Sell
52,719
-1,668
-3% -$116K 0.07% 154
2019
Q4 		$4.3M Buy
54,387
+269
+0.5% +$18.9K 0.08% 147
2019
Q3 		$3.2M Sell
54,118
-129
-0.2% -$7.15K 0.06% 159
2019
Q2 		$3.04M Sell
54,247
-784
-1% -$48.7K 0.1% 160
2019
Q1 		$3.62M Sell
55,031
-154
-0.3% -$10.7K 0.14% 112
2018
Q4 		$3.48M Sell
55,185
-2,035
-4% -$146K 0.15% 113
2018
Q3 		$4.79M Buy
57,220
+205
+0.4% +$18K 0.17% 108
2018
Q2 		$5.31M Sell
57,015
-10
-0% -$992 0.2% 102
2018
Q1 		$5.69M Buy
57,025
+16,979
+42% +$1.78M 0.22% 99
2017
Q4 		$3.91M Sell
40,046
-1,332
-3% -$127K 0.15% 120
2017
Q3 		$3.95M Sell
41,378
-421
-1% -$39.2K 0.15% 119
2017
Q2 		$3.75M Buy
41,799
+53
+0.1% +$4.41K 0.15% 132
2017
Q1 		$3.32M Sell
41,746
-125
-0.3% -$9.91K 0.13% 135
2016
Q4 		$3.25M Sell
41,871
-26,902
-39% -$2.02M 0.13% 133
2016
Q3 		$4.79M Sell
68,773
-3,969
-5% -$259K 0.19% 117
2016
Q2 		$3.92M Sell
72,742
-3,384
-4% -$202K 0.16% 132
2016
Q1 		$4.46M Sell
76,126
-6,467
-8% -$367K 0.18% 126
2015
Q4 		$5.48M Sell
82,593
-1,779
-2% -$124K 0.22% 113
2015
Q3 		$5.67M Sell
84,372
-6,414
-7% -$477K 0.22% 111
2015
Q2 		$6.99M Sell
90,786
-2,753
-3% -$214K 0.23% 111
2015
Q1 		$6.88M Buy
93,539
+300
+0.3% +$22.5K 0.22% 118
2014
Q4 		$7.32M Buy
+93,239
New +$7M 0.24% 109

Other funds holding STT

Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
MC
Metropolis Capital Amersham, United Kingdom $3.45B AUM 1.26% 1-Year Est. Return
AAMU
AEGON Asset Management (UK) Edinburgh, United Kingdom $9.38B AUM 48.94% 1-Year Est. Return
CNAM
Campbell Newman Asset Management Milwaukee, Wisconsin $1.35B AUM 38.87% 1-Year Est. Return
Wealth Enhancement Advisory Services
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
AT
Arbejdsmarkedets Tillaegspension Hilleroed $4.6B AUM
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
AIA
Allied Investment Advisors Billings, Montana $797M AUM 23.9% 1-Year Est. Return

SVB Wealth's STT Position: Q2 2026 in Review

SVB Wealth sold out of State Street (STT) in Q2 2026, closing a stake of 2,853 shares — an estimated $361K sold.

SVB Wealth first reported a position in STT in Q4 2014 and held it in 44 quarters. The position peaked at $7.32M in Q4 2014. 247 funds tracked by Wall St. Rank hold STT as of Q2 2026.

  • SVB Wealth reported no remaining State Street position as of Q2 2026 after selling out during the quarter.
  • SVB Wealth sold 2,853 State Street shares in Q2 2026, an estimated $361K.
  • SVB Wealth first reported a position in State Street in Q4 2014 and held it in 44 quarters.
  • SVB Wealth's State Street position peaked at $7.32M in Q4 2014.
  • 247 funds tracked by Wall St. Rank held State Street as of Q2 2026.

Based on SVB Wealth's 13F filing for Q2 2026, filed 17 Jul 2026.