Back to STT-PG
Allied Investment Advisors, LLC → STT-PG
Allied Investment Advisors, LLC STT-PG Position History
State Street Corporation
Quarters held
5
Latest value
$19.8M
Q3 2026
Peak value
$20.8M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $14.7M |
| Q4 2025 | $16.5M |
| Q1 2026 | $16.2M |
| Q2 2026 | $20.8M |
| Q3 2026 | $19.8M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $19.8M | 113.5K | — | — |
| Q2 2026 | $20.8M | 122.7K | — | — |
| Q1 2026 | $16.2M | 128.0K | — | — |
| Q4 2025 | $16.5M | 128.1K | — | — |
| Q3 2025 | $14.7M | 126.8K | — | — |
Other funds holding STT-PG
Other Allied Investment Advisors, LLC positions
VGES
$136.4MVANGUARD SHORT-TERM BOND ETF
VGES
$80.4MVANGUARD SHORT-TERM INFLATION-PROTECTED SECURITIES ETF
VGES
$65.3MVANGUARD INTERMEDIATE-TERM BOND ETF
SCHW-PJ
$59.3MSCHWAB US DIVIDEND EQUITY ETF
SCHW-PJ
$55.7MSCHWAB US DIVIDEND EQUITY ETF
VLO
$54.1MVANGUARD HEALTH CARE ETF
SCHW-PJ
$50.1MSCHWAB US DIVIDEND EQUITY ETF
SCHW-PJ
$48.9MSCHWAB US DIVIDEND EQUITY ETF