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AXXCESS WEALTH MANAGEMENT, LLC → STT-PG
AXXCESS WEALTH MANAGEMENT, LLC STT-PG Position History
State Street Corporation • Banking
Quarters held
248
Latest value
$754K
Q3 2026
Peak value
$165.7M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $592K |
| Q3 2025 | $32.8M |
| Q3 2025 | $463K |
| Q3 2025 | $86.4M |
| Q3 2025 | $1M |
| Q3 2025 | $14.4M |
| Q3 2025 | $2.4M |
| Q3 2025 | $227K |
| Q3 2025 | $5.7M |
| Q3 2025 | $10.6M |
| Q3 2025 | $245K |
| Q3 2025 | $471K |
| Q3 2025 | $2.6M |
| Q3 2025 | $338K |
| Q3 2025 | $264K |
| Q3 2025 | $1.1M |
| Q3 2025 | $2M |
| Q3 2025 | $940K |
| Q3 2025 | $7.8M |
| Q3 2025 | $257K |
| Q3 2025 | $843K |
| Q3 2025 | $3.1M |
| Q3 2025 | $260K |
| Q3 2025 | $1.8M |
| Q3 2025 | $260K |
| Q3 2025 | $1.9M |
| Q3 2025 | $83.5M |
| Q3 2025 | $283K |
| Q3 2025 | $2.6M |
| Q3 2025 | $651K |
| Q3 2025 | $5.1M |
| Q3 2025 | $886K |
| Q3 2025 | $1.3M |
| Q3 2025 | $740K |
| Q3 2025 | $2.2M |
| Q3 2025 | $1.3M |
| Q3 2025 | $1.3M |
| Q3 2025 | $8.9M |
| Q3 2025 | $1M |
| Q3 2025 | $749K |
| Q3 2025 | $2M |
| Q4 2025 | $581K |
| Q4 2025 | $581K |
| Q4 2025 | $47.5M |
| Q4 2025 | $32.3M |
| Q4 2025 | $477K |
| Q4 2025 | $477K |
| Q4 2025 | $114.6M |
| Q4 2025 | $91.2M |
| Q4 2025 | $1M |
| Q4 2025 | $1M |
| Q4 2025 | $15.7M |
| Q4 2025 | $15.7M |
| Q4 2025 | $4.5M |
| Q4 2025 | $1.5M |
| Q4 2025 | $241K |
| Q4 2025 | $241K |
| Q4 2025 | $234K |
| Q4 2025 | $234K |
| Q4 2025 | $67.9M |
| Q4 2025 | $11.2M |
| Q4 2025 | $40.9M |
| Q4 2025 | $10.2M |
| Q4 2025 | $1.7M |
| Q4 2025 | $854K |
| Q4 2025 | $34.9M |
| Q4 2025 | $7M |
| Q4 2025 | $332K |
| Q4 2025 | $332K |
| Q4 2025 | $1.9M |
| Q4 2025 | $1.9M |
| Q4 2025 | $3.8M |
| Q4 2025 | $1.7M |
| Q4 2025 | $6.2M |
| Q4 2025 | $2.1M |
| Q4 2025 | $2.6M |
| Q4 2025 | $865K |
| Q4 2025 | $24.4M |
| Q4 2025 | $6.5M |
| Q4 2025 | $431K |
| Q4 2025 | $431K |
| Q4 2025 | $4.3M |
| Q4 2025 | $1.4M |
| Q4 2025 | $3.1M |
| Q4 2025 | $3.2M |
| Q4 2025 | $439K |
| Q4 2025 | $439K |
| Q4 2025 | $264K |
| Q4 2025 | $264K |
| Q4 2025 | $2.7M |
| Q4 2025 | $888K |
| Q4 2025 | $327K |
| Q4 2025 | $327K |
| Q4 2025 | $225K |
| Q4 2025 | $225K |
| Q4 2025 | $165.7M |
| Q4 2025 | $68.6M |
| Q4 2025 | $391K |
| Q4 2025 | $391K |
| Q4 2025 | $828K |
| Q4 2025 | $828K |
| Q4 2025 | $2.9M |
| Q4 2025 | $2.9M |
| Q4 2025 | $428K |
| Q4 2025 | $428K |
| Q4 2025 | $1.3M |
| Q4 2025 | $665K |
| Q4 2025 | $12.7M |
| Q4 2025 | $4.6M |
| Q4 2025 | $937K |
| Q4 2025 | $937K |
| Q4 2025 | $14.8M |
| Q4 2025 | $4.9M |
| Q4 2025 | $9.1M |
| Q4 2025 | $4.6M |
| Q4 2025 | $18.1M |
| Q4 2025 | $4.7M |
| Q4 2025 | $24.8M |
| Q4 2025 | $6.2M |
| Q4 2025 | $10.9M |
| Q4 2025 | $3.6M |
| Q4 2025 | $144.7M |
| Q4 2025 | $23.6M |
| Q4 2025 | $22.1M |
| Q4 2025 | $7.3M |
| Q4 2025 | $726K |
| Q4 2025 | $726K |
| Q4 2025 | $6.6M |
| Q4 2025 | $2.2M |
| Q4 2025 | $240K |
| Q4 2025 | $240K |
| Q1 2026 | $34.2M |
| Q1 2026 | $93.8M |
| Q1 2026 | $1.1M |
| Q1 2026 | $8.9M |
| Q1 2026 | $1.2M |
| Q1 2026 | $5.4M |
| Q1 2026 | $330K |
| Q1 2026 | $2.5M |
| Q1 2026 | $778K |
| Q1 2026 | $12.1M |
| Q1 2026 | $1.4M |
| Q1 2026 | $2.7M |
| Q1 2026 | $764K |
| Q1 2026 | $261K |
| Q1 2026 | $1.6M |
| Q1 2026 | $325K |
| Q1 2026 | $612K |
| Q1 2026 | $76.4M |
| Q1 2026 | $700K |
| Q1 2026 | $4.1M |
| Q1 2026 | $5.1M |
| Q1 2026 | $5.2M |
| Q1 2026 | $3.4M |
| Q1 2026 | $3.6M |
| Q1 2026 | $20.6M |
| Q1 2026 | $2.2M |
| Q1 2026 | $399K |
| Q2 2026 | $596K |
| Q2 2026 | $39.6M |
| Q2 2026 | $108.9M |
| Q2 2026 | $1.5M |
| Q2 2026 | $241K |
| Q2 2026 | $8.6M |
| Q2 2026 | $514K |
| Q2 2026 | $1.2M |
| Q2 2026 | $469K |
| Q2 2026 | $204K |
| Q2 2026 | $12.1M |
| Q2 2026 | $233K |
| Q2 2026 | $10.3M |
| Q2 2026 | $793K |
| Q2 2026 | $5.8M |
| Q2 2026 | $391K |
| Q2 2026 | $1.9M |
| Q2 2026 | $2.6M |
| Q2 2026 | $1.7M |
| Q2 2026 | $729K |
| Q2 2026 | $14.1M |
| Q2 2026 | $559K |
| Q2 2026 | $1.3M |
| Q2 2026 | $2.6M |
| Q2 2026 | $212K |
| Q2 2026 | $7.5M |
| Q2 2026 | $1.2M |
| Q2 2026 | $286K |
| Q2 2026 | $1.6M |
| Q2 2026 | $76.1M |
| Q2 2026 | $355K |
| Q2 2026 | $898K |
| Q2 2026 | $3M |
| Q2 2026 | $389K |
| Q2 2026 | $433K |
| Q2 2026 | $3.9M |
| Q2 2026 | $987K |
| Q2 2026 | $5.2M |
| Q2 2026 | $5.3M |
| Q2 2026 | $4.3M |
| Q2 2026 | $4.5M |
| Q2 2026 | $4M |
| Q2 2026 | $29M |
| Q2 2026 | $6.8M |
| Q2 2026 | $760K |
| Q2 2026 | $2.1M |
| Q2 2026 | $608K |
| Q3 2026 | $582K |
| Q3 2026 | $3.2M |
| Q3 2026 | $4.7M |
| Q3 2026 | $1.5M |
| Q3 2026 | $259K |
| Q3 2026 | $365K |
| Q3 2026 | $655K |
| Q3 2026 | $742K |
| Q3 2026 | $241K |
| Q3 2026 | $8.1M |
| Q3 2026 | $388K |
| Q3 2026 | $10.6M |
| Q3 2026 | $1.3M |
| Q3 2026 | $1.1M |
| Q3 2026 | $416K |
| Q3 2026 | $1.8M |
| Q3 2026 | $1.7M |
| Q3 2026 | $440K |
| Q3 2026 | $6.9M |
| Q3 2026 | $621K |
| Q3 2026 | $219K |
| Q3 2026 | $430K |
| Q3 2026 | $747K |
| Q3 2026 | $400K |
| Q3 2026 | $7.9M |
| Q3 2026 | $571K |
| Q3 2026 | $352K |
| Q3 2026 | $16.9M |
| Q3 2026 | $271K |
| Q3 2026 | $3.1M |
| Q3 2026 | $441K |
| Q3 2026 | $2M |
| Q3 2026 | $1.4M |
| Q3 2026 | $1.9M |
| Q3 2026 | $982K |
| Q3 2026 | $2.1M |
| Q3 2026 | $2.4M |
| Q3 2026 | $1.8M |
| Q3 2026 | $5.3M |
| Q3 2026 | $250K |
| Q3 2026 | $936K |
| Q3 2026 | $1.5M |
| Q3 2026 | $754K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $754K | 4.3K | — | — |
| Q3 2026 | $1.5M | 38.0K | — | — |
| Q3 2026 | $936K | 22.9K | — | — |
| Q3 2026 | $250K | 2.3K | — | — |
| Q3 2026 | $5.3M | 27.0K | — | — |
| Q3 2026 | $1.8M | 10.7K | — | — |
| Q3 2026 | $2.4M | 44.5K | — | — |
| Q3 2026 | $2.1M | 34.4K | — | — |
| Q3 2026 | $982K | 9.0K | — | — |
| Q3 2026 | $1.9M | 11.2K | — | — |
| Q3 2026 | $1.4M | 27.8K | — | — |
| Q3 2026 | $2M | 30.0K | — | — |
| Q3 2026 | $441K | 24.2K | — | — |
| Q3 2026 | $3.1M | 49.8K | — | — |
| Q3 2026 | $271K | 5.8K | — | — |
| Q3 2026 | $16.9M | 184.6K | — | — |
| Q3 2026 | $352K | 15.6K | — | — |
| Q3 2026 | $571K | 14.6K | — | — |
| Q3 2026 | $7.9M | 327.7K | — | — |
| Q3 2026 | $400K | 13.0K | — | — |
| Q3 2026 | $747K | 20.0K | — | — |
| Q3 2026 | $430K | 10.6K | — | — |
| Q3 2026 | $219K | 6.1K | — | — |
| Q3 2026 | $621K | 3.9K | — | — |
| Q3 2026 | $6.9M | 76.7K | — | — |
| Q3 2026 | $440K | 7.0K | — | — |
| Q3 2026 | $1.7M | 18.7K | — | — |
| Q3 2026 | $1.8M | 12.4K | — | — |
| Q3 2026 | $416K | 15.3K | — | — |
| Q3 2026 | $1.1M | 46.5K | — | — |
| Q3 2026 | $1.3M | 53.4K | — | — |
| Q3 2026 | $10.6M | 172.8K | — | — |
| Q3 2026 | $388K | 13.1K | — | — |
| Q3 2026 | $8.1M | 66.0K | — | — |
| Q3 2026 | $241K | 11.7K | — | — |
| Q3 2026 | $742K | 35.1K | — | — |
| Q3 2026 | $655K | 20.3K | — | — |
| Q3 2026 | $365K | 17.9K | — | — |
| Q3 2026 | $259K | 2.4K | — | — |
| Q3 2026 | $1.5M | 3.9K | — | — |
| Q3 2026 | $4.7M | 94.4K | — | — |
| Q3 2026 | $3.2M | 62.0K | — | — |
| Q3 2026 | $582K | 8.6K | — | — |
| Q2 2026 | $608K | 3.6K | — | — |
| Q2 2026 | $2.1M | 45.7K | — | — |
| Q2 2026 | $760K | 17.3K | — | — |
| Q2 2026 | $6.8M | 63.7K | — | — |
| Q2 2026 | $29M | 152.1K | — | — |
| Q2 2026 | $4M | 21.6K | — | — |
| Q2 2026 | $4.5M | 83.6K | — | — |
| Q2 2026 | $4.3M | 80.7K | — | — |
| Q2 2026 | $5.3M | 45.4K | — | — |
| Q2 2026 | $5.2M | 32.7K | — | — |
| Q2 2026 | $987K | 19.4K | — | — |
| Q2 2026 | $3.9M | 60.0K | — | — |
| Q2 2026 | $433K | 22.9K | — | — |
| Q2 2026 | $389K | 2.1K | — | — |
| Q2 2026 | $3M | 48.8K | — | — |
| Q2 2026 | $898K | 18.8K | — | — |
| Q2 2026 | $355K | 7.4K | — | — |
| Q2 2026 | $76.1M | 830.4K | — | — |
| Q2 2026 | $1.6M | 16.3K | — | — |
| Q2 2026 | $286K | 12.2K | — | — |
| Q2 2026 | $1.2M | 34.5K | — | — |
| Q2 2026 | $7.5M | 299.0K | — | — |
| Q2 2026 | $212K | 6.9K | — | — |
| Q2 2026 | $2.6M | 65.1K | — | — |
| Q2 2026 | $1.3M | 31.9K | — | — |
| Q2 2026 | $559K | 3.5K | — | — |
| Q2 2026 | $14.1M | 160.3K | — | — |
| Q2 2026 | $729K | 10.8K | — | — |
| Q2 2026 | $1.7M | 19.3K | — | — |
| Q2 2026 | $2.6M | 17.0K | — | — |
| Q2 2026 | $1.9M | 18.0K | — | — |
| Q2 2026 | $391K | 13.8K | — | — |
| Q2 2026 | $5.8M | 221.6K | — | — |
| Q2 2026 | $793K | 31.1K | — | — |
| Q2 2026 | $10.3M | 169.8K | — | — |
| Q2 2026 | $233K | 7.7K | — | — |
| Q2 2026 | $12.1M | 102.0K | — | — |
| Q2 2026 | $204K | 9.8K | — | — |
| Q2 2026 | $469K | 21.0K | — | — |
| Q2 2026 | $1.2M | 34.6K | — | — |
| Q2 2026 | $514K | 22.9K | — | — |
| Q2 2026 | $8.6M | 337.3K | — | — |
| Q2 2026 | $241K | 2.0K | — | — |
| Q2 2026 | $1.5M | 3.8K | — | — |
| Q2 2026 | $108.9M | 2.16M | — | — |
| Q2 2026 | $39.6M | 765.0K | — | — |
| Q2 2026 | $596K | 8.7K | — | — |
| Q1 2026 | $399K | 3.2K | — | — |
| Q1 2026 | $2.2M | 47.3K | — | — |
| Q1 2026 | $20.6M | 154.7K | — | — |
| Q1 2026 | $3.6M | 22.0K | — | — |
| Q1 2026 | $3.4M | 68.0K | — | — |
| Q1 2026 | $5.2M | 85.4K | — | — |
| Q1 2026 | $5.1M | 34.6K | — | — |
| Q1 2026 | $4.1M | 71.8K | — | — |
| Q1 2026 | $700K | 36.5K | — | — |
| Q1 2026 | $76.4M | 833.5K | — | — |
| Q1 2026 | $612K | 6.4K | — | — |
| Q1 2026 | $325K | 13.9K | — | — |
| Q1 2026 | $1.6M | 46.5K | — | — |
| Q1 2026 | $261K | 10.4K | — | — |
| Q1 2026 | $764K | 24.8K | — | — |
| Q1 2026 | $2.7M | 67.6K | — | — |
| Q1 2026 | $1.4M | 34.6K | — | — |
| Q1 2026 | $12.1M | 157.4K | — | — |
| Q1 2026 | $778K | 13.1K | — | — |
| Q1 2026 | $2.5M | 16.9K | — | — |
| Q1 2026 | $330K | 11.5K | — | — |
| Q1 2026 | $5.4M | 204.4K | — | — |
| Q1 2026 | $1.2M | 45.5K | — | — |
| Q1 2026 | $8.9M | 91.2K | — | — |
| Q1 2026 | $1.1M | 34.1K | — | — |
| Q1 2026 | $93.8M | 2.06M | — | — |
| Q1 2026 | $34.2M | 728.9K | — | — |
| Q4 2025 | $240K | 1.9K | — | — |
| Q4 2025 | $240K | 1.9K | — | — |
| Q4 2025 | $2.2M | 51.8K | — | — |
| Q4 2025 | $6.6M | 155.3K | — | — |
| Q4 2025 | $726K | 18.0K | — | — |
| Q4 2025 | $726K | 18.0K | — | — |
| Q4 2025 | $7.3M | 62.2K | — | — |
| Q4 2025 | $22.1M | 187.6K | — | — |
| Q4 2025 | $23.6M | 163.7K | — | — |
| Q4 2025 | $144.7M | 1.01M | — | — |
| Q4 2025 | $3.6M | 23.2K | — | — |
| Q4 2025 | $10.9M | 70.0K | — | — |
| Q4 2025 | $6.2M | 112.5K | — | — |
| Q4 2025 | $24.8M | 452.4K | — | — |
| Q4 2025 | $4.7M | 105.8K | — | — |
| Q4 2025 | $18.1M | 405.4K | — | — |
| Q4 2025 | $4.6M | 38.2K | — | — |
| Q4 2025 | $9.1M | 76.6K | — | — |
| Q4 2025 | $4.9M | 31.7K | — | — |
| Q4 2025 | $14.8M | 95.5K | — | — |
| Q4 2025 | $937K | 20.7K | — | — |
| Q4 2025 | $937K | 20.7K | — | — |
| Q4 2025 | $4.6M | 74.4K | — | — |
| Q4 2025 | $12.7M | 203.1K | — | — |
| Q4 2025 | $665K | 34.8K | — | — |
| Q4 2025 | $1.3M | 69.7K | — | — |
| Q4 2025 | $428K | 2.4K | — | — |
| Q4 2025 | $428K | 2.4K | — | — |
| Q4 2025 | $2.9M | 50.9K | — | — |
| Q4 2025 | $2.9M | 50.9K | — | — |
| Q4 2025 | $828K | 19.2K | — | — |
| Q4 2025 | $828K | 19.2K | — | — |
| Q4 2025 | $391K | 8.1K | — | — |
| Q4 2025 | $391K | 8.1K | — | — |
| Q4 2025 | $68.6M | 750.2K | — | — |
| Q4 2025 | $165.7M | 1.81M | — | — |
| Q4 2025 | $225K | 2.3K | — | — |
| Q4 2025 | $225K | 2.3K | — | — |
| Q4 2025 | $327K | 13.8K | — | — |
| Q4 2025 | $327K | 13.8K | — | — |
| Q4 2025 | $888K | 31.1K | — | — |
| Q4 2025 | $2.7M | 93.3K | — | — |
| Q4 2025 | $264K | 10.4K | — | — |
| Q4 2025 | $264K | 10.4K | — | — |
| Q4 2025 | $439K | 14.3K | — | — |
| Q4 2025 | $439K | 14.3K | — | — |
| Q4 2025 | $3.2M | 79.3K | — | — |
| Q4 2025 | $3.1M | 78.0K | — | — |
| Q4 2025 | $1.4M | 34.0K | — | — |
| Q4 2025 | $4.3M | 103.3K | — | — |
| Q4 2025 | $431K | 3.5K | — | — |
| Q4 2025 | $431K | 3.5K | — | — |
| Q4 2025 | $6.5M | 80.8K | — | — |
| Q4 2025 | $24.4M | 304.3K | — | — |
| Q4 2025 | $865K | 14.9K | — | — |
| Q4 2025 | $2.6M | 44.8K | — | — |
| Q4 2025 | $2.1M | 25.0K | — | — |
| Q4 2025 | $6.2M | 75.1K | — | — |
| Q4 2025 | $1.7M | 12.1K | — | — |
| Q4 2025 | $3.8M | 27.4K | — | — |
| Q4 2025 | $1.9M | 18.5K | — | — |
| Q4 2025 | $1.9M | 18.6K | — | — |
| Q4 2025 | $332K | 11.5K | — | — |
| Q4 2025 | $332K | 11.5K | — | — |
| Q4 2025 | $7M | 263.4K | — | — |
| Q4 2025 | $34.9M | 1.32M | — | — |
| Q4 2025 | $854K | 33.1K | — | — |
| Q4 2025 | $1.7M | 66.3K | — | — |
| Q4 2025 | $10.2M | 180.0K | — | — |
| Q4 2025 | $40.9M | 719.8K | — | — |
| Q4 2025 | $11.2M | 104.8K | — | — |
| Q4 2025 | $67.9M | 636.2K | — | — |
| Q4 2025 | $234K | 11.0K | — | — |
| Q4 2025 | $234K | 11.0K | — | — |
| Q4 2025 | $241K | 10.8K | — | — |
| Q4 2025 | $241K | 10.8K | — | — |
| Q4 2025 | $1.5M | 44.3K | — | — |
| Q4 2025 | $4.5M | 132.8K | — | — |
| Q4 2025 | $15.7M | 630.8K | — | — |
| Q4 2025 | $15.7M | 630.8K | — | — |
| Q4 2025 | $1M | 3.8K | — | — |
| Q4 2025 | $1M | 3.8K | — | — |
| Q4 2025 | $91.2M | 2.05M | — | — |
| Q4 2025 | $114.6M | 2.58M | — | — |
| Q4 2025 | $477K | 10.8K | — | — |
| Q4 2025 | $477K | 10.8K | — | — |
| Q4 2025 | $32.3M | 689.4K | — | — |
| Q4 2025 | $47.5M | 1.02M | — | — |
| Q4 2025 | $581K | 9.0K | — | — |
| Q4 2025 | $581K | 9.0K | — | — |
| Q3 2025 | $2M | 23.3K | — | — |
| Q3 2025 | $749K | 17.8K | — | — |
| Q3 2025 | $1M | 8.8K | — | — |
| Q3 2025 | $8.9M | 31.6K | — | — |
| Q3 2025 | $1.3M | 8.3K | — | — |
| Q3 2025 | $1.3M | 24.9K | — | — |
| Q3 2025 | $2.2M | 24.5K | — | — |
| Q3 2025 | $740K | 3.1K | — | — |
| Q3 2025 | $1.3M | 9.3K | — | — |
| Q3 2025 | $886K | 9.9K | — | — |
| Q3 2025 | $5.1M | 85.7K | — | — |
| Q3 2025 | $651K | 33.7K | — | — |
| Q3 2025 | $2.6M | 46.6K | — | — |
| Q3 2025 | $283K | 6.4K | — | — |
| Q3 2025 | $83.5M | 910.6K | — | — |
| Q3 2025 | $1.9M | 19.8K | — | — |
| Q3 2025 | $260K | 10.8K | — | — |
| Q3 2025 | $1.8M | 62.4K | — | — |
| Q3 2025 | $260K | 10.2K | — | — |
| Q3 2025 | $3.1M | 76.3K | — | — |
| Q3 2025 | $843K | 20.3K | — | — |
| Q3 2025 | $257K | 2.3K | — | — |
| Q3 2025 | $7.8M | 100.1K | — | — |
| Q3 2025 | $940K | 16.4K | — | — |
| Q3 2025 | $2M | 25.4K | — | — |
| Q3 2025 | $1.1M | 7.7K | — | — |
| Q3 2025 | $264K | 3.1K | — | — |
| Q3 2025 | $338K | 11.7K | — | — |
| Q3 2025 | $2.6M | 97.6K | — | — |
| Q3 2025 | $471K | 18.2K | — | — |
| Q3 2025 | $245K | 10.6K | — | — |
| Q3 2025 | $10.6M | 191.9K | — | — |
| Q3 2025 | $5.7M | 54.7K | — | — |
| Q3 2025 | $227K | 10.6K | — | — |
| Q3 2025 | $2.4M | 70.0K | — | — |
| Q3 2025 | $14.4M | 579.1K | — | — |
| Q3 2025 | $1M | 3.8K | — | — |
| Q3 2025 | $86.4M | 2.02M | — | — |
| Q3 2025 | $463K | 10.8K | — | — |
| Q3 2025 | $32.8M | 701.6K | — | — |
| Q3 2025 | $592K | 9.5K | — | — |