Planning Strategies Inc.’s State Street STT Stock Holding History

Planning Strategies Inc.’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 Q2	$2.54K	Buy	+15	New	+$2.31K	﹤0.01%	528

Other funds holding STT

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Metropolis Capital Amersham, United Kingdom $3.45B AUM 1.26% 1-Year Est. Return

FWCM

Ferguson Wellman Capital Management Portland, Oregon $8.19B AUM 30.56% 1-Year Est. Return

AAMU

AEGON Asset Management (UK) Edinburgh, United Kingdom $9.38B AUM 48.94% 1-Year Est. Return

CNAM

Campbell Newman Asset Management Milwaukee, Wisconsin $1.35B AUM 38.87% 1-Year Est. Return

Verity & Verity Beaufort, South Carolina $1.45B AUM 31.13% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

CPC

Cookson Peirce & Co Pittsburgh, Pennsylvania $3.04B AUM 94.11% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Vest Financial Mclean, Virginia $9.52B AUM 31.6% 1-Year Est. Return

Planning Strategies Inc.'s STT Position: Q2 2026 in Review

Planning Strategies Inc. opened a new position in State Street (STT) in Q2 2026: 15 shares worth $2.54K. The stake represents ﹤0.01% of the portfolio and ranks #528 among its holdings.

441 funds tracked by Wall St. Rank hold STT as of Q2 2026.

Planning Strategies Inc. held 15 shares of State Street worth $2.54K as of Q2 2026.
State Street was a new Planning Strategies Inc. position in Q2 2026.
State Street made up ﹤0.01% of Planning Strategies Inc.'s portfolio in Q2 2026, its #528 holding.
441 funds tracked by Wall St. Rank held State Street as of Q2 2026.

Based on Planning Strategies Inc.'s 13F filing for Q2 2026, filed 27 Jul 2026.