Back to STT-PG
Axim Planning & Wealth → STT-PG
Axim Planning & Wealth STT-PG Position History
State Street Corporation • Banking
Quarters held
30
Latest value
$521K
Q2 2026
Peak value
$2.3M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $895K |
| Q3 2025 | $250K |
| Q3 2025 | $234K |
| Q3 2025 | $371K |
| Q3 2025 | $1M |
| Q3 2025 | $425K |
| Q3 2025 | $344K |
| Q4 2025 | $1.6M |
| Q4 2025 | $256K |
| Q4 2025 | $215K |
| Q4 2025 | $312K |
| Q4 2025 | $985K |
| Q4 2025 | $406K |
| Q4 2025 | $369K |
| Q1 2026 | $2.3M |
| Q1 2026 | $270K |
| Q1 2026 | $202K |
| Q1 2026 | $229K |
| Q1 2026 | $208K |
| Q1 2026 | $904K |
| Q1 2026 | $352K |
| Q1 2026 | $557K |
| Q2 2026 | $2.2M |
| Q2 2026 | $279K |
| Q2 2026 | $206K |
| Q2 2026 | $217K |
| Q2 2026 | $221K |
| Q2 2026 | $1.1M |
| Q2 2026 | $319K |
| Q2 2026 | $521K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q2 2026 | $521K | 11.5K | — | — |
| Q2 2026 | $319K | 3.0K | — | — |
| Q2 2026 | $1.1M | 6.0K | — | — |
| Q2 2026 | $221K | 1.2K | — | — |
| Q2 2026 | $217K | 4.1K | — | — |
| Q2 2026 | $206K | 1.8K | — | — |
| Q2 2026 | $279K | 1.8K | — | — |
| Q2 2026 | $2.2M | 24.3K | — | — |
| Q1 2026 | $557K | 12.1K | — | — |
| Q1 2026 | $352K | 3.2K | — | — |
| Q1 2026 | $904K | 6.8K | — | — |
| Q1 2026 | $208K | 1.3K | — | — |
| Q1 2026 | $229K | 4.6K | — | — |
| Q1 2026 | $202K | 1.9K | — | — |
| Q1 2026 | $270K | 1.8K | — | — |
| Q1 2026 | $2.3M | 25.3K | — | — |
| Q4 2025 | $369K | 8.6K | — | — |
| Q4 2025 | $406K | 3.4K | — | — |
| Q4 2025 | $985K | 6.8K | — | — |
| Q4 2025 | $312K | 5.7K | — | — |
| Q4 2025 | $215K | 1.8K | — | — |
| Q4 2025 | $256K | 1.7K | — | — |
| Q4 2025 | $1.6M | 17.6K | — | — |
| Q3 2025 | $344K | 3.9K | — | — |
| Q3 2025 | $425K | 3.6K | — | — |
| Q3 2025 | $1M | 3.6K | — | — |
| Q3 2025 | $371K | 6.9K | — | — |
| Q3 2025 | $234K | 976 | — | — |
| Q3 2025 | $250K | 1.8K | — | — |
| Q3 2025 | $895K | 9.8K | — | — |
Other funds holding STT-PG
$7.7B
$7.2B
$6.8B
$6.6B
$5.7B
$5.5B
$5.3B