Williamson Legacy Group
STT icon

Williamson Legacy Group’s State Street STT Stock Holding History

Williamson Legacy 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 		$1.71M Buy
+9,820
New +$1.82M 1.03% 36

Other funds holding STT

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Regents of the University of California
Regents of the University of California Oakland, California $6.64B AUM 23.46% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return

Williamson Legacy Group's STT Position: Q3 2026 in Review

Williamson Legacy Group opened a new position in State Street (STT) in Q3 2026: 9,820 shares worth $1.71M. The stake represents 1.03% of the portfolio and ranks #36 among its holdings.

1,114 funds tracked by Wall St. Rank hold STT as of Q3 2026.

  • Williamson Legacy Group held 9,820 shares of State Street worth $1.71M as of Q3 2026.
  • State Street was a new Williamson Legacy Group position in Q3 2026.
  • State Street made up 1.03% of Williamson Legacy Group's portfolio in Q3 2026, its #36 holding.
  • 1,114 funds tracked by Wall St. Rank held State Street as of Q3 2026.

Based on Williamson Legacy Group's 13F filing for Q3 2026, filed 13 Nov 2026.