Back to STT-PG
Avantax Planning Partners, Inc. → STT-PG
Avantax Planning Partners, Inc. STT-PG Position History
State Street Corporation • Banking
Quarters held
80
Latest value
$301K
Q3 2026
Peak value
$119.3M
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $448K |
| Q4 2025 | $81.3M |
| Q4 2025 | $527K |
| Q4 2025 | $29.9M |
| Q4 2025 | $41.5M |
| Q4 2025 | $17.1M |
| Q4 2025 | $30.7M |
| Q4 2025 | $110.9M |
| Q4 2025 | $1.4M |
| Q4 2025 | $26.7M |
| Q4 2025 | $75.6M |
| Q4 2025 | $3.6M |
| Q4 2025 | $296K |
| Q4 2025 | $581K |
| Q4 2025 | $845K |
| Q4 2025 | $347K |
| Q4 2025 | $638K |
| Q4 2025 | $588K |
| Q4 2025 | $3.1M |
| Q4 2025 | $398K |
| Q1 2026 | $432K |
| Q1 2026 | $84.2M |
| Q1 2026 | $521K |
| Q1 2026 | $32.2M |
| Q1 2026 | $41.7M |
| Q1 2026 | $17.4M |
| Q1 2026 | $30.8M |
| Q1 2026 | $113.5M |
| Q1 2026 | $1.5M |
| Q1 2026 | $30.9M |
| Q1 2026 | $78.2M |
| Q1 2026 | $3.7M |
| Q1 2026 | $297K |
| Q1 2026 | $576K |
| Q1 2026 | $842K |
| Q1 2026 | $317K |
| Q1 2026 | $899K |
| Q1 2026 | $686K |
| Q1 2026 | $2.8M |
| Q1 2026 | $386K |
| Q2 2026 | $477K |
| Q2 2026 | $92.4M |
| Q2 2026 | $576K |
| Q2 2026 | $42M |
| Q2 2026 | $41.9M |
| Q2 2026 | $19.3M |
| Q2 2026 | $30.9M |
| Q2 2026 | $119.3M |
| Q2 2026 | $1.6M |
| Q2 2026 | $39M |
| Q2 2026 | $90.3M |
| Q2 2026 | $4.2M |
| Q2 2026 | $298K |
| Q2 2026 | $582K |
| Q2 2026 | $837K |
| Q2 2026 | $341K |
| Q2 2026 | $769K |
| Q2 2026 | $853K |
| Q2 2026 | $3.9M |
| Q2 2026 | $322K |
| Q3 2026 | $468K |
| Q3 2026 | $87.9M |
| Q3 2026 | $661K |
| Q3 2026 | $38.4M |
| Q3 2026 | $64M |
| Q3 2026 | $15.3M |
| Q3 2026 | $29.7M |
| Q3 2026 | $115M |
| Q3 2026 | $1.4M |
| Q3 2026 | $37.6M |
| Q3 2026 | $85M |
| Q3 2026 | $4.2M |
| Q3 2026 | $297K |
| Q3 2026 | $543K |
| Q3 2026 | $814K |
| Q3 2026 | $356K |
| Q3 2026 | $906K |
| Q3 2026 | $879K |
| Q3 2026 | $4.1M |
| Q3 2026 | $301K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $301K | 7.6K | — | — |
| Q3 2026 | $4.1M | 21.1K | — | — |
| Q3 2026 | $879K | 16.5K | — | — |
| Q3 2026 | $906K | 14.7K | — | — |
| Q3 2026 | $356K | 3.3K | — | — |
| Q3 2026 | $814K | 17.5K | — | — |
| Q3 2026 | $543K | 12.7K | — | — |
| Q3 2026 | $297K | 9.6K | — | — |
| Q3 2026 | $4.2M | 46.8K | — | — |
| Q3 2026 | $85M | 960.3K | — | — |
| Q3 2026 | $37.6M | 360.0K | — | — |
| Q3 2026 | $1.4M | 9.7K | — | — |
| Q3 2026 | $115M | 4.82M | — | — |
| Q3 2026 | $29.7M | 486.4K | — | — |
| Q3 2026 | $15.3M | 149.9K | — | — |
| Q3 2026 | $64M | 2.73M | — | — |
| Q3 2026 | $38.4M | 359.1K | — | — |
| Q3 2026 | $661K | 13.2K | — | — |
| Q3 2026 | $87.9M | 2.18M | — | — |
| Q3 2026 | $468K | 7.0K | — | — |
| Q2 2026 | $322K | 7.1K | — | — |
| Q2 2026 | $3.9M | 20.5K | — | — |
| Q2 2026 | $853K | 15.9K | — | — |
| Q2 2026 | $769K | 14.5K | — | — |
| Q2 2026 | $341K | 2.9K | — | — |
| Q2 2026 | $837K | 17.5K | — | — |
| Q2 2026 | $582K | 12.7K | — | — |
| Q2 2026 | $298K | 9.6K | — | — |
| Q2 2026 | $4.2M | 47.3K | — | — |
| Q2 2026 | $90.3M | 952.3K | — | — |
| Q2 2026 | $39M | 347.9K | — | — |
| Q2 2026 | $1.6M | 10.4K | — | — |
| Q2 2026 | $119.3M | 4.55M | — | — |
| Q2 2026 | $30.9M | 509.1K | — | — |
| Q2 2026 | $19.3M | 176.7K | — | — |
| Q2 2026 | $41.9M | 1.65M | — | — |
| Q2 2026 | $42M | 352.5K | — | — |
| Q2 2026 | $576K | 11.4K | — | — |
| Q2 2026 | $92.4M | 2.27M | — | — |
| Q2 2026 | $477K | 7.0K | — | — |
| Q1 2026 | $386K | 8.4K | — | — |
| Q1 2026 | $2.8M | 21.3K | — | — |
| Q1 2026 | $686K | 13.9K | — | — |
| Q1 2026 | $899K | 14.7K | — | — |
| Q1 2026 | $317K | 2.9K | — | — |
| Q1 2026 | $842K | 17.6K | — | — |
| Q1 2026 | $576K | 12.7K | — | — |
| Q1 2026 | $297K | 9.6K | — | — |
| Q1 2026 | $3.7M | 48.0K | — | — |
| Q1 2026 | $78.2M | 918.3K | — | — |
| Q1 2026 | $30.9M | 321.9K | — | — |
| Q1 2026 | $1.5M | 10.1K | — | — |
| Q1 2026 | $113.5M | 4.31M | — | — |
| Q1 2026 | $30.8M | 544.9K | — | — |
| Q1 2026 | $17.4M | 183.8K | — | — |
| Q1 2026 | $41.7M | 1.68M | — | — |
| Q1 2026 | $32.2M | 333.5K | — | — |
| Q1 2026 | $521K | 11.4K | — | — |
| Q1 2026 | $84.2M | 2.30M | — | — |
| Q1 2026 | $432K | 7.0K | — | — |
| Q4 2025 | $398K | 9.3K | — | — |
| Q4 2025 | $3.1M | 21.6K | — | — |
| Q4 2025 | $588K | 10.7K | — | — |
| Q4 2025 | $638K | 14.3K | — | — |
| Q4 2025 | $347K | 2.9K | — | — |
| Q4 2025 | $845K | 17.6K | — | — |
| Q4 2025 | $581K | 12.7K | — | — |
| Q4 2025 | $296K | 9.6K | — | — |
| Q4 2025 | $3.6M | 45.0K | — | — |
| Q4 2025 | $75.6M | 893.4K | — | — |
| Q4 2025 | $26.7M | 288.5K | — | — |
| Q4 2025 | $1.4M | 10.3K | — | — |
| Q4 2025 | $110.9M | 4.19M | — | — |
| Q4 2025 | $30.7M | 540.0K | — | — |
| Q4 2025 | $17.1M | 188.4K | — | — |
| Q4 2025 | $41.5M | 1.66M | — | — |
| Q4 2025 | $29.9M | 317.3K | — | — |
| Q4 2025 | $527K | 11.9K | — | — |
| Q4 2025 | $81.3M | 2.26M | — | — |
| Q4 2025 | $448K | 7.0K | — | — |
Other funds holding STT-PG
$7.7B
$7.2B
$6.8B
$6.6B
$5.7B
$5.5B
$5.3B