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Transamerica Financial Advisors’s State Street STT Stock Holding History

Transamerica Financial Advisors’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 		$108K Buy
856
+512
+149% +$65.5K 0.01% 509
2025
Q4 		$44.4K Buy
344
+151
+78% +$18.1K ﹤0.01% 566
2025
Q3 		$22.3K Buy
+193
New +$21.5K ﹤0.01% 589

Other funds holding STT

BlackRock
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
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
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
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

Transamerica Financial Advisors's STT Position: Q1 2026 in Review

Transamerica Financial Advisors increased its State Street (STT) stake by 149% in Q1 2026, buying an estimated $65.5K and bringing the position to 856 shares worth $108K. The position accounts for 0.01% of the portfolio, ranked #509.

Transamerica Financial Advisors first reported a position in STT in Q3 2025 and has held it in 3 quarters since. 1,129 funds tracked by Wall St. Rank hold STT as of Q1 2026.

  • Transamerica Financial Advisors held 856 shares of State Street worth $108K as of Q1 2026.
  • Transamerica Financial Advisors bought 512 State Street shares in Q1 2026, an estimated $65.5K.
  • State Street made up 0.01% of Transamerica Financial Advisors's portfolio in Q1 2026, its #509 holding.
  • Transamerica Financial Advisors first reported a position in State Street in Q3 2025 and has held it in 3 quarters since.
  • 1,129 funds tracked by Wall St. Rank held State Street as of Q1 2026.

Based on Transamerica Financial Advisors's 13F filing for Q1 2026, filed 15 May 2026.