Welch Group’s State Street STT Stock Holding History

Welch Group’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	$1.33M	Hold	7,635	–	–	0.05%	106
2026 Q2	$1.29M	Hold	7,635	–	–	0.04%	109
2026 Q1	$966K	Sell	7,635 -1,048	-12%	-$134K	0.04%	122
2025 Q4	$1.12M	Buy	8,683 +30	+0.3%	+$3.59K	0.04%	110
2025 Q3	$1M	Buy	8,653 +300	+4%	+$33.5K	0.04%	111
2025 Q2	$888K	Buy	8,353 +5	+0.1%	+$462	0.04%	107
2025 Q1	$743K	Hold	8,348	–	–	0.03%	113
2024 Q4	$820K	Hold	8,348	–	–	0.04%	111
2024 Q3	$739K	Hold	8,348	–	–	0.03%	114
2024 Q2	$618K	Buy	8,348 +3,500	+72%	+$261K	0.03%	124
2024 Q1	$375K	Hold	4,848	–	–	0.02%	152
2023 Q4	$376K	Buy	4,848 +650	+15%	+$45.3K	0.02%	151
2023 Q3	$281K	Hold	4,198	–	–	0.02%	159
2023 Q2	$307K	Hold	4,198	–	–	0.02%	156
2023 Q1	$318K	Hold	4,198	–	–	0.02%	150
2022 Q4	$326K	Hold	4,198	–	–	0.02%	148
2022 Q3	$255K	Hold	4,198	–	–	0.02%	146
2022 Q2	$259K	Hold	4,198	–	–	0.02%	159
2022 Q1	$366K	Hold	4,198	–	–	0.02%	140
2021 Q4	$390K	Hold	4,198	–	–	0.02%	143
2021 Q3	$356K	Hold	4,198	–	–	0.02%	132
2021 Q2	$345K	Hold	4,198	–	–	0.02%	133
2021 Q1	$353K	Buy	+4,198	New	+$325K	0.03%	126

Other funds holding STT

Regents of the University of California Oakland, California $6.64B AUM 23.46% 1-Year Est. Return

KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return

Metropolis Capital Amersham, United Kingdom $3.63B AUM 2.9% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Miller Howard Investments Kingston, New York $3.72B AUM 18.2% 1-Year Est. Return

Campbell Newman Asset Management Milwaukee, Wisconsin $1.33B AUM 26.63% 1-Year Est. Return

Verity & Verity Beaufort, South Carolina $1.5B AUM 28.12% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Welch Group's STT Position: Q3 2026 in Review

Welch Group held its State Street (STT) position steady in Q3 2026 at 7,635 shares worth $1.33M. The position accounts for 0.05% of the portfolio, ranked #106.

Welch Group first reported a position in STT in Q1 2021 and has held it in 23 quarters since. 450 funds tracked by Wall St. Rank hold STT as of Q3 2026.

Welch Group held 7,635 shares of State Street worth $1.33M as of Q3 2026.
Welch Group left its State Street share count unchanged in Q3 2026.
State Street made up 0.05% of Welch Group's portfolio in Q3 2026, its #106 holding.
Welch Group first reported a position in State Street in Q1 2021 and has held it in 23 quarters since.
450 funds tracked by Wall St. Rank held State Street as of Q3 2026.

Based on Welch Group's 13F filing for Q3 2026, filed 29 Oct 2026.