U.S. Capital Wealth Advisors’s State Street STT Stock Holding History

U.S. Capital Wealth 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	$264K	Buy	+2,083	New	+$266K	0.01%	868
2023 Q1	–	Sell	-66	Closed	-$5.12K	–	1421
2022 Q4	$5.12K	Buy	+66	New	+$4.86K	﹤0.01%	1379

Other funds holding STT

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

ROTUOC

Regents of the University of California Oakland, California $4.36B AUM 33.89% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

U.S. Capital Wealth Advisors's STT Position: Q1 2026 in Review

U.S. Capital Wealth Advisors opened a new position in State Street (STT) in Q1 2026: 2,083 shares worth $264K. The stake represents 0.01% of the portfolio and ranks #868 among its holdings. This is a return to the name: U.S. Capital Wealth Advisors previously reported a position in STT as recently as Q4 2022.

U.S. Capital Wealth Advisors first reported a position in STT in Q4 2022 and has held it in 2 quarters since. 1,138 funds tracked by Wall St. Rank hold STT as of Q1 2026.

U.S. Capital Wealth Advisors held 2,083 shares of State Street worth $264K as of Q1 2026.
State Street was a new U.S. Capital Wealth Advisors position in Q1 2026.
State Street made up 0.01% of U.S. Capital Wealth Advisors's portfolio in Q1 2026, its #868 holding.
U.S. Capital Wealth Advisors first reported a position in State Street in Q4 2022 and has held it in 2 quarters since.
1,138 funds tracked by Wall St. Rank held State Street as of Q1 2026.

Based on U.S. Capital Wealth Advisors's 13F filing for Q1 2026, filed 7 Apr 2026.