True Wealth Design
STT icon

True Wealth Design’s State Street STT Stock Holding History

True Wealth Design’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
Q3 		$61.1K Buy
350
+47
+16% +$8.7K 0.01% 436
2026
Q2 		$51.4K Buy
303
+35
+13% +$5.4K 0.01% 478
2026
Q1 		$33.9K Buy
268
+12
+5% +$1.54K 0.01% 522
2025
Q4 		$33K Buy
256
+3
+1% +$359 0.01% 456
2025
Q3 		$29.4K Buy
253
+158
+166% +$17.6K 0.01% 469
2025
Q2 		$10.1K Buy
95
+29
+44% +$2.68K ﹤0.01% 577
2025
Q1 		$5.91K Buy
66
+37
+128% +$3.53K ﹤0.01% 631
2024
Q4 		$2.85K Buy
+29
New +$2.75K ﹤0.01% 654

Other funds holding STT

Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Ferguson Wellman Capital Management
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
Metropolis Capital
Metropolis Capital Amersham, United Kingdom $3.63B AUM 4.56% 1-Year Est. Return
Wedge Capital Management
Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return
Godsey & Gibb Inc
Godsey & Gibb Inc Richmond, Virginia $1.21B AUM 18.94% 1-Year Est. Return
Vest Financial
Vest Financial Mclean, Virginia $9.5B AUM 22.78% 1-Year Est. Return
Allied Investment Advisors
Allied Investment Advisors Billings, Montana $1.06B AUM 16.89% 1-Year Est. Return
Burney Company
Burney Company Reston, Virginia $3.66B AUM 27.59% 1-Year Est. Return
Nisa Investment Advisors
Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return
Argent Capital Management
Argent Capital Management St Louis, Missouri $3.14B AUM 31.36% 1-Year Est. Return

True Wealth Design's STT Position: Q3 2026 in Review

True Wealth Design increased its State Street (STT) stake by 16% in Q3 2026, buying an estimated $8.7K and bringing the position to 350 shares worth $61.1K. The position accounts for 0.01% of the portfolio, ranked #436.

True Wealth Design first reported a position in STT in Q4 2024 and has held it in 8 quarters since. 261 funds tracked by Wall St. Rank hold STT as of Q3 2026.

  • True Wealth Design held 350 shares of State Street worth $61.1K as of Q3 2026.
  • True Wealth Design bought 47 State Street shares in Q3 2026, an estimated $8.7K.
  • State Street made up 0.01% of True Wealth Design's portfolio in Q3 2026, its #436 holding.
  • True Wealth Design first reported a position in State Street in Q4 2024 and has held it in 8 quarters since.
  • 261 funds tracked by Wall St. Rank held State Street as of Q3 2026.

Based on True Wealth Design's 13F filing for Q3 2026, filed 13 Oct 2026.