West Branch Capital’s State Street STT Stock Holding History

West Branch 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
2025 Q4	–	Sell	-454	Closed	-$52.7K	–	462
2025 Q3	$52.7K	Sell	454 -186	-29%	-$20.8K	0.01%	141
2025 Q2	$68.1K	Sell	640 -11	-2%	-$1.02K	0.02%	129
2025 Q1	$58.3K	Hold	651	–	–	0.02%	143
2024 Q4	$63.9K	Hold	651	–	–	0.02%	144
2024 Q3	$57.6K	Buy	651 +1	+0.2%	+$82	0.02%	150
2024 Q2	$48.1K	Hold	650	–	–	0.02%	160
2024 Q1	$50.3K	Hold	650	–	–	0.02%	160
2023 Q4	$50.3K	Hold	650	–	–	0.02%	156
2023 Q3	$43.5K	Hold	650	–	–	0.02%	169
2023 Q2	$47.6K	Hold	650	–	–	0.02%	167
2023 Q1	$49.2K	Hold	650	–	–	0.03%	167
2022 Q4	$50.4K	Hold	650	–	–	0.03%	163
2022 Q3	$40K	Hold	650	–	–	0.02%	184
2022 Q2	$40K	Hold	650	–	–	0.02%	185
2022 Q1	$57K	Hold	650	–	–	0.03%	178
2021 Q4	$60K	Hold	650	–	–	0.03%	189
2021 Q3	$55K	Hold	650	–	–	0.03%	185
2021 Q2	$53K	Buy	+650	New	+$54.9K	0.03%	194

Other funds holding STT

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

West Branch Capital's STT Position: Q4 2025 in Review

West Branch Capital sold out of State Street (STT) in Q4 2025, closing a stake of 454 shares — an estimated $52.7K sold.

West Branch Capital first reported a position in STT in Q2 2021 and held it in 18 quarters. The position peaked at $68.1K in Q2 2025. 1,096 funds tracked by Wall St. Rank hold STT as of Q4 2025.

West Branch Capital reported no remaining State Street position as of Q4 2025 after selling out during the quarter.
West Branch Capital sold 454 State Street shares in Q4 2025, an estimated $52.7K.
West Branch Capital first reported a position in State Street in Q2 2021 and held it in 18 quarters.
West Branch Capital's State Street position peaked at $68.1K in Q2 2025.
1,096 funds tracked by Wall St. Rank held State Street as of Q4 2025.

Based on West Branch Capital's 13F filing for Q4 2025, filed 16 Jan 2026.