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Wedmont Private Capital’s State Street STT Stock Holding History

Wedmont Private Capital’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
Q3 		$1.32M Buy
7,513
+607
+9% +$112K 0.03% 310
2026
Q2 		$1.24M Buy
6,906
+264
+4% +$40.7K 0.03% 292
2026
Q1 		$904K Buy
6,642
+144
+2% +$18.4K 0.03% 347
2025
Q4 		$861K Buy
6,498
+85
+1% +$10.2K 0.03% 327
2025
Q3 		$750K Buy
6,413
+6
+0.1% +$670 0.03% 337
2025
Q2 		$701K Sell
6,407
-3
-0% -$277 0.03% 346
2025
Q1 		$509K Buy
6,410
+258
+4% +$24.6K 0.03% 380
2024
Q4 		$578K Buy
6,152
+218
+4% +$20.6K 0.03% 333
2024
Q3 		$519K Buy
5,934
+595
+11% +$49.1K 0.03% 340
2024
Q2 		$419K Sell
5,339
-636
-11% -$47.4K 0.03% 390
2024
Q1 		$458K Buy
5,975
+53
+0.9% +$3.93K 0.03% 340
2023
Q4 		$464K Buy
5,922
+5
+0.1% +$349 0.04% 329
2023
Q3 		$383K Sell
5,917
-470
-7% -$33.1K 0.04% 317
2023
Q2 		$435K Sell
6,387
-834
-12% -$60K 0.05% 280
2023
Q1 		$558K Sell
7,221
-423
-6% -$35.6K 0.07% 198
2022
Q4 		$617K Buy
7,644
+3,734
+95% +$275K 0.09% 166
2022
Q3 		$238K Sell
3,910
-1,305
-25% -$89.2K 0.05% 322
2022
Q2 		$322K Buy
+5,215
New +$369K 0.07% 220

Other funds holding STT

FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
ACM
Argent Capital Management St Louis, Missouri $3.14B AUM 31.36% 1-Year Est. Return
AIM
Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
VWM
Valley Wealth Managers Paramus, New Jersey $1.76B AUM 33.82% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
CPBTD
Central Pacific Bank - Trust Division Honolulu, Hawaii $952M AUM 25.15% 1-Year Est. Return
LJHT
Laurie J. Hall Trustee $314M AUM 27.43% 1-Year Est. Return
NRS
Neville Rodie & Shaw New York $1.48B AUM 34.49% 1-Year Est. Return

Wedmont Private Capital's STT Position: Q3 2026 in Review

Wedmont Private Capital increased its State Street (STT) stake by 8.8% in Q3 2026, buying an estimated $112K and bringing the position to 7,513 shares worth $1.32M. The position accounts for 0.03% of the portfolio, ranked #310.

Wedmont Private Capital first reported a position in STT in Q2 2022 and has held it in 18 quarters since. 58 funds tracked by Wall St. Rank hold STT as of Q3 2026.

  • Wedmont Private Capital held 7,513 shares of State Street worth $1.32M as of Q3 2026.
  • Wedmont Private Capital bought 607 State Street shares in Q3 2026, an estimated $112K.
  • State Street made up 0.03% of Wedmont Private Capital's portfolio in Q3 2026, its #310 holding.
  • Wedmont Private Capital first reported a position in State Street in Q2 2022 and has held it in 18 quarters since.
  • 58 funds tracked by Wall St. Rank held State Street as of Q3 2026.

Based on Wedmont Private Capital's 13F filing for Q3 2026, filed 9 Oct 2026.