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BOLTON SECURITIES CORPORATION’s State Street STT Stock Holding History

BOLTON SECURITIES CORPORATION’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
Q1 		$918K Buy
+7,257
New +$928K 0.04% 391
2025
Q3 		$812K Buy
+6,997
New +$781K 0.04% 400
2025
Q1 		$617K Buy
+6,895
New +$659K 0.04% 431

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
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 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
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

BOLTON SECURITIES CORPORATION's STT Position: Q1 2026 in Review

BOLTON SECURITIES CORPORATION opened a new position in State Street (STT) in Q1 2026: 7,257 shares worth $918K. The stake represents 0.04% of the portfolio and ranks #391 among its holdings. This is a return to the name: BOLTON SECURITIES CORPORATION previously reported a position in STT as recently as Q3 2025.

BOLTON SECURITIES CORPORATION first reported a position in STT in Q1 2025 and has held it in 3 quarters since. 1,146 funds tracked by Wall St. Rank hold STT as of Q1 2026.

  • BOLTON SECURITIES CORPORATION held 7,257 shares of State Street worth $918K as of Q1 2026.
  • State Street was a new BOLTON SECURITIES CORPORATION position in Q1 2026.
  • State Street made up 0.04% of BOLTON SECURITIES CORPORATION's portfolio in Q1 2026, its #391 holding.
  • BOLTON SECURITIES CORPORATION first reported a position in State Street in Q1 2025 and has held it in 3 quarters since.
  • 1,146 funds tracked by Wall St. Rank held State Street as of Q1 2026.

Based on BOLTON SECURITIES CORPORATION's 13F filing for Q1 2026, filed 12 Nov 2026.