XXI Wealth LLC’s State Street STT Stock Holding History

XXI Wealth LLC’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	$489K	Buy	2,882 +308	+12%	+$47.5K	0.22%	113
2026 Q1	$326K	Buy	+2,574	New	+$329K	0.18%	143

Other funds holding STT

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

ROTUOC

Regents of the University of California Oakland, California $4.36B AUM 33.89% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

XXI Wealth LLC's STT Position: Q2 2026 in Review

XXI Wealth LLC increased its State Street (STT) stake by 12% in Q2 2026, buying an estimated $47.5K and bringing the position to 2,882 shares worth $489K. The position accounts for 0.22% of the portfolio, ranked #113.

XXI Wealth LLC first reported a position in STT in Q1 2026 and has held it in 2 quarters since. 1,250 funds tracked by Wall St. Rank hold STT as of Q2 2026.

XXI Wealth LLC held 2,882 shares of State Street worth $489K as of Q2 2026.
XXI Wealth LLC bought 308 State Street shares in Q2 2026, an estimated $47.5K.
State Street made up 0.22% of XXI Wealth LLC's portfolio in Q2 2026, its #113 holding.
XXI Wealth LLC first reported a position in State Street in Q1 2026 and has held it in 2 quarters since.
1,250 funds tracked by Wall St. Rank held State Street as of Q2 2026.

Based on XXI Wealth LLC's 13F filing for Q2 2026, filed 14 Aug 2026.