Wilkerson Advisory Group’s State Street STT Stock Holding History
Bought
Maintained
Sold
Other funds holding STT
ROTUOC
Wilkerson Advisory Group's STT Position: Q2 2026 in Review
Wilkerson Advisory Group increased its State Street (STT) stake by 32% in Q2 2026, buying an estimated $20.2K and bringing the position to 544 shares worth $92.3K. The position accounts for 0.03% of the portfolio, ranked #166.
Wilkerson Advisory Group first reported a position in STT in Q4 2025 and has held it in 3 quarters since. 1,260 funds tracked by Wall St. Rank hold STT as of Q2 2026.
- Wilkerson Advisory Group held 544 shares of State Street worth $92.3K as of Q2 2026.
- Wilkerson Advisory Group bought 131 State Street shares in Q2 2026, an estimated $20.2K.
- State Street made up 0.03% of Wilkerson Advisory Group's portfolio in Q2 2026, its #166 holding.
- Wilkerson Advisory Group first reported a position in State Street in Q4 2025 and has held it in 3 quarters since.
- 1,260 funds tracked by Wall St. Rank held State Street as of Q2 2026.
Based on Wilkerson Advisory Group's 13F filing for Q2 2026, filed 21 Jul 2026.