Back to STT-PG
ATX Financial Planning, LLC → STT-PG
ATX Financial Planning, LLC STT-PG Position History
State Street Corporation • Banking
Quarters held
20
Latest value
$1.1M
Q3 2026
Peak value
$13.4M
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $692K |
| Q4 2025 | $222K |
| Q4 2025 | $942K |
| Q4 2025 | $5M |
| Q4 2025 | $663K |
| Q4 2025 | $369K |
| Q4 2025 | $452K |
| Q1 2026 | $299K |
| Q1 2026 | $5.8M |
| Q1 2026 | $623K |
| Q1 2026 | $1.5M |
| Q2 2026 | $338K |
| Q2 2026 | $8.4M |
| Q2 2026 | $1.2M |
| Q2 2026 | $491K |
| Q2 2026 | $963K |
| Q3 2026 | $309K |
| Q3 2026 | $13.4M |
| Q3 2026 | $975K |
| Q3 2026 | $1.1M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $1.1M | 6.7K | — | — |
| Q3 2026 | $975K | 1.8K | — | — |
| Q3 2026 | $13.4M | 148.7K | — | — |
| Q3 2026 | $309K | 2.5K | — | — |
| Q2 2026 | $963K | 21.2K | — | — |
| Q2 2026 | $491K | 3.1K | — | — |
| Q2 2026 | $1.2M | 1.8K | — | — |
| Q2 2026 | $8.4M | 95.8K | — | — |
| Q2 2026 | $338K | 2.8K | — | — |
| Q1 2026 | $1.5M | 32.9K | — | — |
| Q1 2026 | $623K | 1.9K | — | — |
| Q1 2026 | $5.8M | 76.3K | — | — |
| Q1 2026 | $299K | 3.0K | — | — |
| Q4 2025 | $452K | 10.6K | — | — |
| Q4 2025 | $369K | 4.0K | — | — |
| Q4 2025 | $663K | 2.1K | — | — |
| Q4 2025 | $5M | 62.2K | — | — |
| Q4 2025 | $942K | 8.8K | — | — |
| Q4 2025 | $222K | 5.0K | — | — |
| Q4 2025 | $692K | 14.8K | — | — |
Other funds holding STT-PG
$7.7B
$7.2B
$6.8B
$6.6B
$5.7B
$5.5B
$5.3B