Back to STT-PG
Center for Financial Planning, Inc. → STT-PG
Center for Financial Planning, Inc. STT-PG Position History
State Street Corporation • Banking
Quarters held
82
Latest value
$140K
Q3 2026
Peak value
$87.4M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $5K |
| Q3 2025 | $237K |
| Q3 2025 | $9K |
| Q3 2025 | $32K |
| Q3 2025 | $225K |
| Q3 2025 | $28K |
| Q3 2025 | $37K |
| Q3 2025 | $9K |
| Q3 2025 | $98 |
| Q3 2025 | $7K |
| Q3 2025 | $16K |
| Q3 2025 | $21K |
| Q3 2025 | $41K |
| Q3 2025 | $25K |
| Q3 2025 | $3K |
| Q3 2025 | $93K |
| Q4 2025 | $6K |
| Q4 2025 | $244K |
| Q4 2025 | $9K |
| Q4 2025 | $32K |
| Q4 2025 | $223K |
| Q4 2025 | $30K |
| Q4 2025 | $5K |
| Q4 2025 | $9K |
| Q4 2025 | $11K |
| Q4 2025 | $5K |
| Q4 2025 | $7K |
| Q4 2025 | $18K |
| Q4 2025 | $21K |
| Q4 2025 | $40K |
| Q4 2025 | $26K |
| Q4 2025 | $3K |
| Q4 2025 | $103K |
| Q1 2026 | $73.6M |
| Q1 2026 | $253K |
| Q1 2026 | $9K |
| Q1 2026 | $31K |
| Q1 2026 | $234K |
| Q1 2026 | $28K |
| Q1 2026 | $9K |
| Q1 2026 | $96 |
| Q1 2026 | $8K |
| Q1 2026 | $40K |
| Q1 2026 | $36K |
| Q1 2026 | $2K |
| Q1 2026 | $12K |
| Q1 2026 | $101K |
| Q2 2026 | $84M |
| Q2 2026 | $292K |
| Q2 2026 | $9K |
| Q2 2026 | $6K |
| Q2 2026 | $30K |
| Q2 2026 | $244K |
| Q2 2026 | $32K |
| Q2 2026 | $9K |
| Q2 2026 | $97 |
| Q2 2026 | $8K |
| Q2 2026 | $43K |
| Q2 2026 | $39K |
| Q2 2026 | $3K |
| Q2 2026 | $11K |
| Q2 2026 | $136K |
| Q3 2026 | $87.4M |
| Q3 2026 | $19K |
| Q3 2026 | $293K |
| Q3 2026 | $17K |
| Q3 2026 | $37K |
| Q3 2026 | $44K |
| Q3 2026 | $30K |
| Q3 2026 | $22K |
| Q3 2026 | $203K |
| Q3 2026 | $30K |
| Q3 2026 | $10K |
| Q3 2026 | $9K |
| Q3 2026 | $92 |
| Q3 2026 | $3K |
| Q3 2026 | $7K |
| Q3 2026 | $46K |
| Q3 2026 | $39K |
| Q3 2026 | $4K |
| Q3 2026 | $12K |
| Q3 2026 | $140K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $140K | 800 | — | — |
| Q3 2026 | $12K | 105 | — | — |
| Q3 2026 | $4K | 18 | — | — |
| Q3 2026 | $39K | 725 | — | — |
| Q3 2026 | $46K | 273 | — | — |
| Q3 2026 | $7K | 154 | — | — |
| Q3 2026 | $3K | 50 | — | — |
| Q3 2026 | $92 | 1 | — | — |
| Q3 2026 | $9K | 292 | — | — |
| Q3 2026 | $10K | 250 | — | — |
| Q3 2026 | $30K | 481 | — | — |
| Q3 2026 | $203K | 1.4K | — | — |
| Q3 2026 | $22K | 820 | — | — |
| Q3 2026 | $30K | 1.4K | — | — |
| Q3 2026 | $44K | 719 | — | — |
| Q3 2026 | $37K | 297 | — | — |
| Q3 2026 | $17K | 523 | — | — |
| Q3 2026 | $293K | 2.9K | — | — |
| Q3 2026 | $19K | 181 | — | — |
| Q3 2026 | $87.4M | 1.74M | — | — |
| Q2 2026 | $136K | 800 | — | — |
| Q2 2026 | $11K | 105 | — | — |
| Q2 2026 | $3K | 18 | — | — |
| Q2 2026 | $39K | 725 | — | — |
| Q2 2026 | $43K | 273 | — | — |
| Q2 2026 | $8K | 154 | — | — |
| Q2 2026 | $97 | 1 | — | — |
| Q2 2026 | $9K | 292 | — | — |
| Q2 2026 | $32K | 481 | — | — |
| Q2 2026 | $244K | 1.6K | — | — |
| Q2 2026 | $30K | 1.4K | — | — |
| Q2 2026 | $6K | 51 | — | — |
| Q2 2026 | $9K | 259 | — | — |
| Q2 2026 | $292K | 2.7K | — | — |
| Q2 2026 | $84M | 1.67M | — | — |
| Q1 2026 | $101K | 800 | — | — |
| Q1 2026 | $12K | 105 | — | — |
| Q1 2026 | $2K | 18 | — | — |
| Q1 2026 | $36K | 725 | — | — |
| Q1 2026 | $40K | 273 | — | — |
| Q1 2026 | $8K | 154 | — | — |
| Q1 2026 | $96 | 1 | — | — |
| Q1 2026 | $9K | 292 | — | — |
| Q1 2026 | $28K | 481 | — | — |
| Q1 2026 | $234K | 1.6K | — | — |
| Q1 2026 | $31K | 1.4K | — | — |
| Q1 2026 | $9K | 259 | — | — |
| Q1 2026 | $253K | 2.7K | — | — |
| Q1 2026 | $73.6M | 1.61M | — | — |
| Q4 2025 | $103K | 800 | — | — |
| Q4 2025 | $3K | 18 | — | — |
| Q4 2025 | $26K | 165 | — | — |
| Q4 2025 | $40K | 725 | — | — |
| Q4 2025 | $21K | 174 | — | — |
| Q4 2025 | $18K | 115 | — | — |
| Q4 2025 | $7K | 154 | — | — |
| Q4 2025 | $5K | 58 | — | — |
| Q4 2025 | $11K | 111 | — | — |
| Q4 2025 | $9K | 292 | — | — |
| Q4 2025 | $5K | 68 | — | — |
| Q4 2025 | $30K | 513 | — | — |
| Q4 2025 | $223K | 1.6K | — | — |
| Q4 2025 | $32K | 1.4K | — | — |
| Q4 2025 | $9K | 259 | — | — |
| Q4 2025 | $244K | 2.7K | — | — |
| Q4 2025 | $6K | 124 | — | — |
| Q3 2025 | $93K | 800 | — | — |
| Q3 2025 | $3K | 9 | — | — |
| Q3 2025 | $25K | 165 | — | — |
| Q3 2025 | $41K | 763 | — | — |
| Q3 2025 | $21K | 87 | — | — |
| Q3 2025 | $16K | 115 | — | — |
| Q3 2025 | $7K | 77 | — | — |
| Q3 2025 | $98 | 1 | — | — |
| Q3 2025 | $9K | 292 | — | — |
| Q3 2025 | $37K | 469 | — | — |
| Q3 2025 | $28K | 481 | — | — |
| Q3 2025 | $225K | 1.6K | — | — |
| Q3 2025 | $32K | 1.4K | — | — |
| Q3 2025 | $9K | 259 | — | — |
| Q3 2025 | $237K | 2.7K | — | — |
| Q3 2025 | $5K | 124 | — | — |
Other funds holding STT-PG
$7.7B
$7.2B
$6.8B
$6.6B
$5.7B
$5.5B
$5.3B