Back to STT-PG
BIRCH FINANCIAL GROUP, LLC → STT-PG
BIRCH FINANCIAL GROUP, LLC STT-PG Position History
State Street Corporation • Banking
Quarters held
43
Latest value
$109K
Q3 2026
Peak value
$3.2M
First seen
Q4 2024
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2024 | $486K |
| Q4 2024 | $343K |
| Q4 2024 | $459K |
| Q4 2024 | $220K |
| Q1 2025 | $1.4M |
| Q1 2025 | $1.1M |
| Q1 2025 | $248K |
| Q2 2025 | $1.6M |
| Q2 2025 | $1.5M |
| Q3 2025 | $1.8M |
| Q3 2025 | $1.7M |
| Q4 2025 | $1.9M |
| Q4 2025 | $1.8M |
| Q1 2026 | $2.1M |
| Q1 2026 | $1.8M |
| Q2 2026 | $3.1M |
| Q2 2026 | $1.9M |
| Q3 2026 | $49K |
| Q3 2026 | $3.2M |
| Q3 2026 | $2K |
| Q3 2026 | $3K |
| Q3 2026 | $1.8M |
| Q3 2026 | $23K |
| Q3 2026 | $2K |
| Q3 2026 | $8K |
| Q3 2026 | $5K |
| Q3 2026 | $12K |
| Q3 2026 | $111K |
| Q3 2026 | $1K |
| Q3 2026 | $5K |
| Q3 2026 | $3K |
| Q3 2026 | $3K |
| Q3 2026 | $91K |
| Q3 2026 | $26K |
| Q3 2026 | $46K |
| Q3 2026 | $56K |
| Q3 2026 | $59K |
| Q3 2026 | $5K |
| Q3 2026 | $132K |
| Q3 2026 | $28K |
| Q3 2026 | $6K |
| Q3 2026 | $15K |
| Q3 2026 | $109K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $109K | 625 | — | — |
| Q3 2026 | $15K | 374 | — | — |
| Q3 2026 | $6K | 136 | — | — |
| Q3 2026 | $28K | 254 | — | — |
| Q3 2026 | $132K | 675 | — | — |
| Q3 2026 | $5K | 28 | — | — |
| Q3 2026 | $59K | 1.1K | — | — |
| Q3 2026 | $56K | 913 | — | — |
| Q3 2026 | $46K | 744 | — | — |
| Q3 2026 | $26K | 239 | — | — |
| Q3 2026 | $91K | 540 | — | — |
| Q3 2026 | $3K | 64 | — | — |
| Q3 2026 | $3K | 62 | — | — |
| Q3 2026 | $5K | 52 | — | — |
| Q3 2026 | $1K | 12 | — | — |
| Q3 2026 | $111K | 4.9K | — | — |
| Q3 2026 | $12K | 474 | — | — |
| Q3 2026 | $5K | 31 | — | — |
| Q3 2026 | $8K | 86 | — | — |
| Q3 2026 | $2K | 21 | — | — |
| Q3 2026 | $23K | 154 | — | — |
| Q3 2026 | $1.8M | 77.0K | — | — |
| Q3 2026 | $3K | 111 | — | — |
| Q3 2026 | $2K | 70 | — | — |
| Q3 2026 | $3.2M | 61.1K | — | — |
| Q3 2026 | $49K | 945 | — | — |
| Q2 2026 | $1.9M | 73.5K | — | — |
| Q2 2026 | $3.1M | 60.6K | — | — |
| Q1 2026 | $1.8M | 67.1K | — | — |
| Q1 2026 | $2.1M | 44.1K | — | — |
| Q4 2025 | $1.8M | 66.2K | — | — |
| Q4 2025 | $1.9M | 40.9K | — | — |
| Q3 2025 | $1.7M | 63.8K | — | — |
| Q3 2025 | $1.8M | 39.3K | — | — |
| Q2 2025 | $1.5M | 55.6K | — | — |
| Q2 2025 | $1.6M | 38.0K | — | — |
| Q1 2025 | $248K | 10.6K | — | — |
| Q1 2025 | $1.1M | 38.6K | — | — |
| Q1 2025 | $1.4M | 36.1K | — | — |
| Q4 2024 | $220K | 945 | — | — |
| Q4 2024 | $459K | 19.6K | — | — |
| Q4 2024 | $343K | 13.1K | — | — |
| Q4 2024 | $486K | 12.7K | — | — |