Back to STT-PG
BankPlus Wealth Management LLC → STT-PG
BankPlus Wealth Management LLC STT-PG Position History
State Street Corporation
Quarters held
5
Latest value
$3.8M
Q3 2026
Peak value
$3.8M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $1.7M |
| Q4 2025 | $1.9M |
| Q1 2026 | $2.3M |
| Q2 2026 | $3M |
| Q3 2026 | $3.8M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $3.8M | 73.1K | — | — |
| Q2 2026 | $3M | 57.8K | — | — |
| Q1 2026 | $2.3M | 49.1K | — | — |
| Q4 2025 | $1.9M | 41.4K | — | — |
| Q3 2025 | $1.7M | 36.7K | — | — |