Wedbush Securities’s State Street STT Stock Holding History

Wedbush Securities’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	$402K	Buy	3,175 +19	+0.6%	+$2.43K	0.01%	759
2025 Q4	$407K	Sell	3,156 -157	-5%	-$18.8K	0.01%	748
2025 Q3	$384K	Buy	3,313 +9	+0.3%	+$1K	0.01%	761
2025 Q2	$351K	Buy	3,304 +3	+0.1%	+$277	0.01%	768
2025 Q1	$296K	Buy	3,301 +517	+19%	+$49.4K	0.01%	821
2024 Q4	$273K	Buy	+2,784	New	+$264K	0.01%	865
2014 Q4	–	Sell	-3,701	Closed	-$272K	–	749
2014 Q3	$272K	Sell	3,701 -17	-0.5%	-$1.21K	0.04%	436
2014 Q2	$250K	Buy	3,718 +17	+0.5%	+$1.12K	0.04%	457
2014 Q1	$257K	Buy	+3,701	New	+$256K	0.05%	417

Other funds holding STT

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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 Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

Wedbush Securities's STT Position: Q1 2026 in Review

Wedbush Securities increased its State Street (STT) stake by 0.6% in Q1 2026, buying an estimated $2.43K and bringing the position to 3,175 shares worth $402K. The position accounts for 0.01% of the portfolio, ranked #759.

Wedbush Securities first reported a position in STT in Q1 2014 and has held it in 9 quarters since. The position peaked at $407K in Q4 2025. 1,129 funds tracked by Wall St. Rank hold STT as of Q1 2026.

Wedbush Securities held 3,175 shares of State Street worth $402K as of Q1 2026.
Wedbush Securities bought 19 State Street shares in Q1 2026, an estimated $2.43K.
State Street made up 0.01% of Wedbush Securities's portfolio in Q1 2026, its #759 holding.
Wedbush Securities first reported a position in State Street in Q1 2014 and has held it in 9 quarters since.
Wedbush Securities's State Street position peaked at $407K in Q4 2025.
1,129 funds tracked by Wall St. Rank held State Street as of Q1 2026.

Based on Wedbush Securities's 13F filing for Q1 2026, filed 21 Apr 2026.