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SYM Financial Corp’s State Street STT Stock Holding History

SYM Financial Corp’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 		$481K Buy
2,836
+84
+3% +$13K 0.04% 160
2026
Q1 		$348K Buy
2,752
+124
+5% +$15.9K 0.03% 188
2025
Q4 		$339K Buy
2,628
+42
+2% +$5.03K 0.03% 197
2025
Q3 		$300K Buy
2,586
+120
+5% +$13.4K 0.03% 219
2025
Q2 		$262K Sell
2,466
-22
-0.9% -$2.04K 0.03% 241
2025
Q1 		$223K Sell
2,488
-1
-0% -$96 0.03% 241
2024
Q4 		$244K Buy
+2,489
New +$236K 0.03% 192

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

SYM Financial Corp's STT Position: Q2 2026 in Review

SYM Financial Corp increased its State Street (STT) stake by 3.1% in Q2 2026, buying an estimated $13K and bringing the position to 2,836 shares worth $481K. The position accounts for 0.04% of the portfolio, ranked #160.

SYM Financial Corp first reported a position in STT in Q4 2024 and has held it in 7 quarters since. 1,258 funds tracked by Wall St. Rank hold STT as of Q2 2026.

  • SYM Financial Corp held 2,836 shares of State Street worth $481K as of Q2 2026.
  • SYM Financial Corp bought 84 State Street shares in Q2 2026, an estimated $13K.
  • State Street made up 0.04% of SYM Financial Corp's portfolio in Q2 2026, its #160 holding.
  • SYM Financial Corp first reported a position in State Street in Q4 2024 and has held it in 7 quarters since.
  • 1,258 funds tracked by Wall St. Rank held State Street as of Q2 2026.

Based on SYM Financial Corp's 13F filing for Q2 2026, filed 4 Aug 2026.