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United Capital Financial Advisors’s State Street STT Stock Holding History

United Capital 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 		$1.67M Buy
13,184
+2,244
+21% +$287K 0.01% 603
2025
Q4 		$1.41M Buy
10,940
+479
+5% +$57.4K 0.01% 629
2025
Q3 		$1.21M Buy
10,461
+185
+2% +$20.6K 0.01% 590
2025
Q2 		$1.09M Buy
10,276
+453
+5% +$41.9K 0.01% 566
2025
Q1 		$879K Sell
9,823
-567
-5% -$54.2K 0.01% 596
2024
Q4 		$1.02M Sell
10,390
-3
-0% -$284 0.01% 540
2024
Q3 		$919K Sell
10,393
-2,364
-19% -$195K 0.01% 563
2024
Q2 		$944K Buy
12,757
+58
+0.5% +$4.32K 0.01% 539
2024
Q1 		$982K Sell
12,699
-1,414
-10% -$105K 0.01% 563
2023
Q4 		$1.09M Buy
14,113
+7,521
+114% +$524K 0.01% 539
2023
Q3 		$441K Sell
6,592
-505
-7% -$35.6K ﹤0.01% 659
2023
Q2 		$519K Buy
7,097
+129
+2% +$9.28K ﹤0.01% 676
2023
Q1 		$527K Buy
6,968
+2,617
+60% +$220K ﹤0.01% 714
2022
Q4 		$338K Sell
4,351
-5,765
-57% -$425K ﹤0.01% 853
2022
Q3 		$615K Buy
10,116
+3,036
+43% +$208K ﹤0.01% 720
2022
Q2 		$436K Buy
7,080
+2,363
+50% +$167K ﹤0.01% 831
2022
Q1 		$411K Buy
4,717
+170
+4% +$15.7K ﹤0.01% 895
2021
Q4 		$423K Buy
4,547
+34
+0.8% +$3.21K ﹤0.01% 914
2021
Q3 		$382K Sell
4,513
-847
-16% -$73.7K ﹤0.01% 938
2021
Q2 		$441K Buy
5,360
+382
+8% +$32.2K ﹤0.01% 893
2021
Q1 		$418K Sell
4,978
-1,996
-29% -$155K ﹤0.01% 899
2020
Q4 		$508K Sell
6,974
-3,553
-34% -$241K ﹤0.01% 844
2020
Q3 		$625K Sell
10,527
-139
-1% -$9.02K ﹤0.01% 776
2020
Q2 		$678K Sell
10,666
-470
-4% -$28.4K ﹤0.01% 764
2020
Q1 		$593K Sell
11,136
-7,642
-41% -$531K ﹤0.01% 764
2019
Q4 		$1.49M Sell
18,778
-353
-2% -$24.9K 0.01% 661
2019
Q3 		$1.13M Sell
19,131
-2,813
-13% -$156K 0.01% 709
2019
Q2 		$1.23M Sell
21,944
-4,777
-18% -$297K 0.01% 749
2019
Q1 		$1.76M Buy
26,721
+3,434
+15% +$238K 0.01% 623
2018
Q4 		$1.47M Buy
23,287
+2,935
+14% +$210K 0.01% 628
2018
Q3 		$1.71M Buy
20,352
+15,594
+328% +$1.37M 0.01% 646
2018
Q2 		$443K Buy
4,758
+1,426
+43% +$141K ﹤0.01% 964
2018
Q1 		$332K Buy
3,332
+335
+11% +$35.1K ﹤0.01% 1061
2017
Q4 		$293K Sell
2,997
-961
-24% -$91.9K ﹤0.01% 1124
2017
Q3 		$378K Buy
3,958
+809
+26% +$75.3K ﹤0.01% 1042
2017
Q2 		$283K Sell
3,149
-307
-9% -$25.5K ﹤0.01% 1095
2017
Q1 		$275K Sell
3,456
-388
-10% -$30.8K ﹤0.01% 1074
2016
Q4 		$299K Buy
3,844
+724
+23% +$54.5K ﹤0.01% 1052
2016
Q3 		$217K Buy
+3,120
New +$204K ﹤0.01% 1168
2016
Q1 		– Sell
-3,142
Closed -$209K – 1273
2015
Q4 		$209K Sell
3,142
-2,859
-48% -$199K ﹤0.01% 1122
2015
Q3 		$403K Sell
6,001
-582
-9% -$43.3K ﹤0.01% 964
2015
Q2 		$507K Buy
6,583
+1,111
+20% +$86.5K 0.01% 916
2015
Q1 		$422K Sell
5,472
-241
-4% -$18K 0.01% 965
2014
Q4 		$448K Buy
5,713
+779
+16% +$58.5K 0.01% 856
2014
Q3 		$363K Buy
+4,934
New +$351K 0.01% 884
2014
Q2 		– Sell
-5,778
Closed -$402K – 914
2014
Q1 		$402K Buy
+5,778
New +$400K 0.01% 692
2013
Q4 		– Sell
-5,838
Closed -$384K – 751
2013
Q3 		$384K Sell
5,838
-2,217
-28% -$152K 0.01% 505
2013
Q2 		$525K Buy
+8,055
New +$501K 0.01% 500

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

United Capital Financial Advisors's STT Position: Q1 2026 in Review

United Capital Financial Advisors increased its State Street (STT) stake by 21% in Q1 2026, buying an estimated $287K and bringing the position to 13,184 shares worth $1.67M. The position accounts for 0.01% of the portfolio, ranked #603.

United Capital Financial Advisors first reported a position in STT in Q2 2013 and has held it in 48 quarters since. The position peaked at $1.76M in Q1 2019. 1,129 funds tracked by Wall St. Rank hold STT as of Q1 2026.

  • United Capital Financial Advisors held 13,184 shares of State Street worth $1.67M as of Q1 2026.
  • United Capital Financial Advisors bought 2,244 State Street shares in Q1 2026, an estimated $287K.
  • State Street made up 0.01% of United Capital Financial Advisors's portfolio in Q1 2026, its #603 holding.
  • United Capital Financial Advisors first reported a position in State Street in Q2 2013 and has held it in 48 quarters since.
  • United Capital Financial Advisors's State Street position peaked at $1.76M in Q1 2019.
  • 1,129 funds tracked by Wall St. Rank held State Street as of Q1 2026.

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