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Advus Financial Partners, LLC’s State Street STT Stock Holding History

Advus Financial Partners, 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 		$252K Buy
+1,483
New +$229K 0.06% 224
2024
Q1 		– Sell
-2,787
Closed -$216K – 205
2023
Q4 		$216K Sell
2,787
-367
-12% -$25.6K 0.07% 168
2023
Q3 		$211K Buy
3,154
+302
+11% +$21.3K 0.08% 145
2023
Q2 		$209K Buy
+2,852
New +$205K 0.08% 151

Other funds holding STT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
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
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Advus Financial Partners, LLC's STT Position: Q2 2026 in Review

Advus Financial Partners, LLC opened a new position in State Street (STT) in Q2 2026: 1,483 shares worth $252K. The stake represents 0.06% of the portfolio and ranks #224 among its holdings. This is a return to the name: Advus Financial Partners, LLC previously reported a position in STT as recently as Q4 2023.

Advus Financial Partners, LLC first reported a position in STT in Q2 2023 and has held it in 4 quarters since. 1,253 funds tracked by Wall St. Rank hold STT as of Q2 2026.

  • Advus Financial Partners, LLC held 1,483 shares of State Street worth $252K as of Q2 2026.
  • State Street was a new Advus Financial Partners, LLC position in Q2 2026.
  • State Street made up 0.06% of Advus Financial Partners, LLC's portfolio in Q2 2026, its #224 holding.
  • Advus Financial Partners, LLC first reported a position in State Street in Q2 2023 and has held it in 4 quarters since.
  • 1,253 funds tracked by Wall St. Rank held State Street as of Q2 2026.

Based on Advus Financial Partners, LLC's 13F filing for Q2 2026, filed 25 Aug 2026.