Werba Rubin Papier Wealth Management’s State Street STT Stock Holding History

Werba Rubin Papier Wealth Management’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	$261K	Buy	2,062 +331	+19%	+$42.3K	0.04%	217
2025 Q4	$223K	Buy	+1,731	New	+$207K	0.06%	206

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

Werba Rubin Papier Wealth Management's STT Position: Q1 2026 in Review

Werba Rubin Papier Wealth Management increased its State Street (STT) stake by 19% in Q1 2026, buying an estimated $42.3K and bringing the position to 2,062 shares worth $261K. The position accounts for 0.04% of the portfolio, ranked #217.

Werba Rubin Papier Wealth Management first reported a position in STT in Q4 2025 and has held it in 2 quarters since. 1,129 funds tracked by Wall St. Rank hold STT as of Q1 2026.

Werba Rubin Papier Wealth Management held 2,062 shares of State Street worth $261K as of Q1 2026.
Werba Rubin Papier Wealth Management bought 331 State Street shares in Q1 2026, an estimated $42.3K.
State Street made up 0.04% of Werba Rubin Papier Wealth Management's portfolio in Q1 2026, its #217 holding.
Werba Rubin Papier Wealth Management first reported a position in State Street in Q4 2025 and has held it in 2 quarters since.
1,129 funds tracked by Wall St. Rank held State Street as of Q1 2026.

Based on Werba Rubin Papier Wealth Management's 13F filing for Q1 2026, filed 12 May 2026.