ZIM
STT icon

Zacks Investment Management’s State Street STT Stock Holding History

Zacks Investment Management’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 		$3.24M Buy
19,099
+1,438
+8% +$222K 0.02% 308
2026
Q1 		$2.24M Buy
17,661
+758
+4% +$96.9K 0.02% 330
2025
Q4 		$2.18M Buy
16,903
+232
+1% +$27.8K 0.02% 333
2025
Q3 		$1.93M Buy
+16,671
New +$1.86M 0.02% 331
2022
Q3 		– Sell
-5,448
Closed -$336K – 648
2022
Q2 		$336K Sell
5,448
-202,385
-97% -$14.3M 0.01% 476
2022
Q1 		$18.1M Buy
207,833
+1,769
+0.9% +$164K 0.25% 96
2021
Q4 		$19.2M Buy
206,064
+7,222
+4% +$681K 0.27% 96
2021
Q3 		$16.8M Buy
198,842
+2,872
+1% +$250K 0.27% 95
2021
Q2 		$16.1M Sell
195,970
-16,879
-8% -$1.42M 0.26% 99
2021
Q1 		$17.9M Sell
212,849
-1,084
-0.5% -$84K 0.32% 92
2020
Q4 		$15.6M Sell
213,933
-14,268
-6% -$969K 0.29% 98
2020
Q3 		$13.5M Buy
228,201
+28,121
+14% +$1.83M 0.27% 96
2020
Q2 		$12.7M Sell
200,080
-4,392
-2% -$265K 0.28% 87
2020
Q1 		$10.9M Buy
204,472
+4,438
+2% +$308K 0.27% 92
2019
Q4 		$15.8M Buy
200,034
+15,698
+9% +$1.11M 0.3% 81
2019
Q3 		$10.9M Buy
184,336
+153,002
+488% +$8.48M 0.22% 102
2019
Q2 		$1.76M Buy
+31,334
New +$1.95M 0.04% 298
2017
Q2 		– Sell
-3,101
Closed -$247K – 678
2017
Q1 		$247K Sell
3,101
-5
-0.2% -$397 0.01% 530
2016
Q4 		$241K Buy
+3,106
New +$234K 0.01% 554
2015
Q1 		– Sell
-259,337
Closed -$20.4M – 707
2014
Q4 		$20.4M Buy
259,337
+17,250
+7% +$1.29M 0.66% 51
2014
Q3 		$17.8M Buy
242,087
+16,284
+7% +$1.16M 0.62% 54
2014
Q2 		$15.2M Buy
225,803
+11,226
+5% +$738K 0.54% 57
2014
Q1 		$14.9M Buy
214,577
+16,841
+9% +$1.16M 0.55% 56
2013
Q4 		$14.5M Buy
197,736
+12,826
+7% +$899K 0.57% 54
2013
Q3 		$12.2M Buy
184,910
+11,855
+7% +$811K 0.53% 68
2013
Q2 		$11.3M Buy
+173,055
New +$10.8M 0.52% 72

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

Zacks Investment Management's STT Position: Q2 2026 in Review

Zacks Investment Management increased its State Street (STT) stake by 8.1% in Q2 2026, buying an estimated $222K and bringing the position to 19,099 shares worth $3.24M. The position accounts for 0.02% of the portfolio, ranked #308.

Zacks Investment Management first reported a position in STT in Q2 2013 and has held it in 26 quarters since. The position peaked at $20.4M in Q4 2014. 1,258 funds tracked by Wall St. Rank hold STT as of Q2 2026.

  • Zacks Investment Management held 19,099 shares of State Street worth $3.24M as of Q2 2026.
  • Zacks Investment Management bought 1,438 State Street shares in Q2 2026, an estimated $222K.
  • State Street made up 0.02% of Zacks Investment Management's portfolio in Q2 2026, its #308 holding.
  • Zacks Investment Management first reported a position in State Street in Q2 2013 and has held it in 26 quarters since.
  • Zacks Investment Management's State Street position peaked at $20.4M in Q4 2014.
  • 1,258 funds tracked by Wall St. Rank held State Street as of Q2 2026.

Based on Zacks Investment Management's 13F filing for Q2 2026, filed 13 Aug 2026.