VERITY Wealth Advisors’s State Street STT Stock Holding History

VERITY 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 Q2	$842K	Hold	4,964	–	–	0.51%	34
2026 Q1	$628K	Hold	4,964	–	–	0.42%	45
2025 Q4	$640K	Hold	4,964	–	–	0.4%	45
2025 Q3	$576K	Hold	4,964	–	–	0.36%	49
2025 Q2	$528K	Hold	4,964	–	–	0.35%	52
2025 Q1	$444K	Sell	4,964 -230	-4%	-$22K	0.33%	55
2024 Q4	$510K	Hold	5,194	–	–	0.37%	50
2024 Q3	$460K	Hold	5,194	–	–	0.32%	55
2024 Q2	$384K	Hold	5,194	–	–	0.29%	58
2024 Q1	$402K	Sell	5,194 -347	-6%	-$25.7K	0.31%	55
2023 Q4	$429K	Hold	5,541	–	–	0.37%	48
2023 Q3	$371K	Hold	5,541	–	–	0.35%	51
2023 Q2	$405K	Hold	5,541	–	–	0.36%	50
2023 Q1	$419K	Hold	5,541	–	–	0.39%	53
2022 Q4	$430K	Hold	5,541	–	–	0.42%	49
2022 Q3	$337K	Hold	5,541	–	–	0.35%	52
2022 Q2	$342K	Buy	+5,541	New	+$392K	0.33%	50
2020 Q3	–	Sell	-4,214	Closed	-$268K	–	51
2020 Q2	$268K	Hold	4,214	–	–	0.29%	41
2020 Q1	$224K	Hold	4,214	–	–	0.3%	41
2019 Q4	$333K	Hold	4,214	–	–	0.32%	43
2019 Q3	$249K	Hold	4,214	–	–	0.25%	48
2019 Q2	$236K	Hold	4,214	–	–	0.23%	48
2019 Q1	$277K	Hold	4,214	–	–	0.28%	45
2018 Q4	$266K	Buy	+4,214	New	+$302K	0.31%	42

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

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

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

ROTUOC

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

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

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

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

VERITY Wealth Advisors's STT Position: Q2 2026 in Review

VERITY Wealth Advisors held its State Street (STT) position steady in Q2 2026 at 4,964 shares worth $842K. The position accounts for 0.51% of the portfolio, ranked #34.

VERITY Wealth Advisors first reported a position in STT in Q4 2018 and has held it in 24 quarters since. 1,250 funds tracked by Wall St. Rank hold STT as of Q2 2026.

VERITY Wealth Advisors held 4,964 shares of State Street worth $842K as of Q2 2026.
VERITY Wealth Advisors left its State Street share count unchanged in Q2 2026.
State Street made up 0.51% of VERITY Wealth Advisors's portfolio in Q2 2026, its #34 holding.
VERITY Wealth Advisors first reported a position in State Street in Q4 2018 and has held it in 24 quarters since.
1,250 funds tracked by Wall St. Rank held State Street as of Q2 2026.

Based on VERITY Wealth Advisors's 13F filing for Q2 2026, filed 16 Jul 2026.