Turtle Creek Wealth Advisors’s State Street STT Stock Holding History
Bought
Maintained
Sold
Other funds holding STT
VCM
VPM
ROTUOC
Turtle Creek Wealth Advisors's STT Position: Q1 2026 in Review
Turtle Creek Wealth Advisors increased its State Street (STT) stake by 11% in Q1 2026, buying an estimated $23.9K and bringing the position to 1,886 shares worth $239K. The position accounts for 0.02% of the portfolio, ranked #364.
Turtle Creek Wealth Advisors first reported a position in STT in Q4 2023 and has held it in 3 quarters since. 1,129 funds tracked by Wall St. Rank hold STT as of Q1 2026.
- Turtle Creek Wealth Advisors held 1,886 shares of State Street worth $239K as of Q1 2026.
- Turtle Creek Wealth Advisors bought 187 State Street shares in Q1 2026, an estimated $23.9K.
- State Street made up 0.02% of Turtle Creek Wealth Advisors's portfolio in Q1 2026, its #364 holding.
- Turtle Creek Wealth Advisors first reported a position in State Street in Q4 2023 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 Turtle Creek Wealth Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.