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
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 $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
ROTUOC
Regents of the University of California Oakland, California $3.01B AUM 11.91% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

Zacks Investment Management's STT Position: Q1 2026 in Review

Zacks Investment Management increased its State Street (STT) stake by 4.5% in Q1 2026, buying an estimated $96.9K and bringing the position to 17,661 shares worth $2.24M. The position accounts for 0.02% of the portfolio, ranked #330.

Zacks Investment Management first reported a position in STT in Q2 2013 and has held it in 25 quarters since. The position peaked at $20.4M in Q4 2014. 1,129 funds tracked by Wall St. Rank hold STT as of Q1 2026.

  • Zacks Investment Management held 17,661 shares of State Street worth $2.24M as of Q1 2026.
  • Zacks Investment Management bought 758 State Street shares in Q1 2026, an estimated $96.9K.
  • State Street made up 0.02% of Zacks Investment Management's portfolio in Q1 2026, its #330 holding.
  • Zacks Investment Management first reported a position in State Street in Q2 2013 and has held it in 25 quarters since.
  • Zacks Investment Management's State Street position peaked at $20.4M in Q4 2014.
  • 1,129 funds tracked by Wall St. Rank held State Street as of Q1 2026.

Based on Zacks Investment Management's 13F filing for Q1 2026, filed 14 May 2026.