USA FINANCIAL FORMULAS’s State Street STT Stock Holding History

USA FINANCIAL FORMULAS’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	$774K	Buy	+4,561	New	+$703K	0.14%	48

Other funds holding STT

Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Metropolis Capital Amersham, United Kingdom $3.45B AUM 1.26% 1-Year Est. Return

FWCM

Ferguson Wellman Capital Management Portland, Oregon $8.19B AUM 30.56% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

MHI

Miller Howard Investments Kingston, New York $3.77B AUM 23.82% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

AAMU

AEGON Asset Management (UK) Edinburgh, United Kingdom $9.38B AUM 48.94% 1-Year Est. Return

PMG

Private Management Group Irvine, California $3.8B AUM 23.19% 1-Year Est. Return

USA FINANCIAL FORMULAS's STT Position: Q2 2026 in Review

USA FINANCIAL FORMULAS opened a new position in State Street (STT) in Q2 2026: 4,561 shares worth $774K. The stake represents 0.14% of the portfolio and ranks #48 among its holdings.

582 funds tracked by Wall St. Rank hold STT as of Q2 2026.

USA FINANCIAL FORMULAS held 4,561 shares of State Street worth $774K as of Q2 2026.
State Street was a new USA FINANCIAL FORMULAS position in Q2 2026.
State Street made up 0.14% of USA FINANCIAL FORMULAS's portfolio in Q2 2026, its #48 holding.
582 funds tracked by Wall St. Rank held State Street as of Q2 2026.

Based on USA FINANCIAL FORMULAS's 13F filing for Q2 2026, filed 4 Aug 2026.