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COLTON GROOME FINANCIAL ADVISORS, LLC → STT-PG
COLTON GROOME FINANCIAL ADVISORS, LLC STT-PG Position History
State Street Corporation • Banking
Quarters held
109
Latest value
$1.8M
Q3 2026
Peak value
$8.4M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $2.5M |
| Q3 2025 | $3.3M |
| Q3 2025 | $4.1M |
| Q3 2025 | $4.3M |
| Q3 2025 | $2.4M |
| Q3 2025 | $804K |
| Q3 2025 | $1.7M |
| Q3 2025 | $536K |
| Q3 2025 | $4M |
| Q3 2025 | $325K |
| Q3 2025 | $221K |
| Q3 2025 | $255K |
| Q3 2025 | $237K |
| Q3 2025 | $3.6M |
| Q3 2025 | $6.8M |
| Q3 2025 | $1.5M |
| Q3 2025 | $3.6M |
| Q3 2025 | $4.1M |
| Q3 2025 | $5.7M |
| Q3 2025 | $5.7M |
| Q3 2025 | $1.9M |
| Q4 2025 | $2.7M |
| Q4 2025 | $3.2M |
| Q4 2025 | $4.2M |
| Q4 2025 | $4M |
| Q4 2025 | $2.4M |
| Q4 2025 | $743K |
| Q4 2025 | $1.8M |
| Q4 2025 | $548K |
| Q4 2025 | $4.2M |
| Q4 2025 | $305K |
| Q4 2025 | $254K |
| Q4 2025 | $257K |
| Q4 2025 | $324K |
| Q4 2025 | $4M |
| Q4 2025 | $7M |
| Q4 2025 | $1.7M |
| Q4 2025 | $3.9M |
| Q4 2025 | $4.6M |
| Q4 2025 | $5.9M |
| Q4 2025 | $5.7M |
| Q4 2025 | $338K |
| Q4 2025 | $1.9M |
| Q1 2026 | $2.9M |
| Q1 2026 | $3.2M |
| Q1 2026 | $4.2M |
| Q1 2026 | $3.6M |
| Q1 2026 | $2.3M |
| Q1 2026 | $451K |
| Q1 2026 | $1.6M |
| Q1 2026 | $561K |
| Q1 2026 | $4.1M |
| Q1 2026 | $245K |
| Q1 2026 | $261K |
| Q1 2026 | $267K |
| Q1 2026 | $878K |
| Q1 2026 | $3.6M |
| Q1 2026 | $7.6M |
| Q1 2026 | $2.3M |
| Q1 2026 | $3.4M |
| Q1 2026 | $4.7M |
| Q1 2026 | $4.4M |
| Q1 2026 | $5.6M |
| Q1 2026 | $306K |
| Q1 2026 | $2.2M |
| Q2 2026 | $3.2M |
| Q2 2026 | $3.3M |
| Q2 2026 | $5.1M |
| Q2 2026 | $4.2M |
| Q2 2026 | $2.3M |
| Q2 2026 | $455K |
| Q2 2026 | $2M |
| Q2 2026 | $826K |
| Q2 2026 | $4.9M |
| Q2 2026 | $236K |
| Q2 2026 | $741K |
| Q2 2026 | $299K |
| Q2 2026 | $943K |
| Q2 2026 | $4M |
| Q2 2026 | $8.4M |
| Q2 2026 | $2.2M |
| Q2 2026 | $3.4M |
| Q2 2026 | $5.7M |
| Q2 2026 | $7.2M |
| Q2 2026 | $5.9M |
| Q2 2026 | $393K |
| Q2 2026 | $2.2M |
| Q3 2026 | $1.9M |
| Q3 2026 | $3.2M |
| Q3 2026 | $5M |
| Q3 2026 | $4.2M |
| Q3 2026 | $2.2M |
| Q3 2026 | $386K |
| Q3 2026 | $1.8M |
| Q3 2026 | $770K |
| Q3 2026 | $5.1M |
| Q3 2026 | $224K |
| Q3 2026 | $426K |
| Q3 2026 | $237K |
| Q3 2026 | $908K |
| Q3 2026 | $4.4M |
| Q3 2026 | $8.4M |
| Q3 2026 | $2.7M |
| Q3 2026 | $3.5M |
| Q3 2026 | $5.3M |
| Q3 2026 | $7M |
| Q3 2026 | $6.6M |
| Q3 2026 | $1.3M |
| Q3 2026 | $1.8M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $1.8M | 46.5K | — | — |
| Q3 2026 | $1.3M | 31.7K | — | — |
| Q3 2026 | $6.6M | 59.4K | — | — |
| Q3 2026 | $7M | 35.9K | — | — |
| Q3 2026 | $5.3M | 31.7K | — | — |
| Q3 2026 | $3.5M | 65.7K | — | — |
| Q3 2026 | $2.7M | 44.3K | — | — |
| Q3 2026 | $8.4M | 76.8K | — | — |
| Q3 2026 | $4.4M | 25.9K | — | — |
| Q3 2026 | $908K | 18.7K | — | — |
| Q3 2026 | $237K | 4.4K | — | — |
| Q3 2026 | $426K | 10.0K | — | — |
| Q3 2026 | $224K | 6.0K | — | — |
| Q3 2026 | $5.1M | 57.0K | — | — |
| Q3 2026 | $770K | 12.2K | — | — |
| Q3 2026 | $1.8M | 19.5K | — | — |
| Q3 2026 | $386K | 15.8K | — | — |
| Q3 2026 | $2.2M | 36.6K | — | — |
| Q3 2026 | $4.2M | 34.5K | — | — |
| Q3 2026 | $5M | 100.1K | — | — |
| Q3 2026 | $3.2M | 62.4K | — | — |
| Q3 2026 | $1.9M | 27.9K | — | — |
| Q2 2026 | $2.2M | 48.0K | — | — |
| Q2 2026 | $393K | 8.9K | — | — |
| Q2 2026 | $5.9M | 54.9K | — | — |
| Q2 2026 | $7.2M | 37.9K | — | — |
| Q2 2026 | $5.7M | 30.5K | — | — |
| Q2 2026 | $3.4M | 64.1K | — | — |
| Q2 2026 | $2.2M | 41.4K | — | — |
| Q2 2026 | $8.4M | 71.7K | — | — |
| Q2 2026 | $4M | 25.0K | — | — |
| Q2 2026 | $943K | 18.6K | — | — |
| Q2 2026 | $299K | 5.5K | — | — |
| Q2 2026 | $741K | 16.2K | — | — |
| Q2 2026 | $236K | 6.0K | — | — |
| Q2 2026 | $4.9M | 56.1K | — | — |
| Q2 2026 | $826K | 12.2K | — | — |
| Q2 2026 | $2M | 21.5K | — | — |
| Q2 2026 | $455K | 17.8K | — | — |
| Q2 2026 | $2.3M | 37.4K | — | — |
| Q2 2026 | $4.2M | 35.7K | — | — |
| Q2 2026 | $5.1M | 100.8K | — | — |
| Q2 2026 | $3.3M | 64.3K | — | — |
| Q2 2026 | $3.2M | 46.0K | — | — |
| Q1 2026 | $2.2M | 46.9K | — | — |
| Q1 2026 | $306K | 7.5K | — | — |
| Q1 2026 | $5.6M | 50.9K | — | — |
| Q1 2026 | $4.4M | 33.0K | — | — |
| Q1 2026 | $4.7M | 29.0K | — | — |
| Q1 2026 | $3.4M | 68.9K | — | — |
| Q1 2026 | $2.3M | 38.2K | — | — |
| Q1 2026 | $7.6M | 69.6K | — | — |
| Q1 2026 | $3.6M | 24.3K | — | — |
| Q1 2026 | $878K | 17.6K | — | — |
| Q1 2026 | $267K | 5.4K | — | — |
| Q1 2026 | $261K | 5.8K | — | — |
| Q1 2026 | $245K | 6.2K | — | — |
| Q1 2026 | $4.1M | 53.9K | — | — |
| Q1 2026 | $561K | 9.5K | — | — |
| Q1 2026 | $1.6M | 20.7K | — | — |
| Q1 2026 | $451K | 17.6K | — | — |
| Q1 2026 | $2.3M | 40.0K | — | — |
| Q1 2026 | $3.6M | 36.9K | — | — |
| Q1 2026 | $4.2M | 91.6K | — | — |
| Q1 2026 | $3.2M | 68.0K | — | — |
| Q1 2026 | $2.9M | 46.2K | — | — |
| Q4 2025 | $1.9M | 45.1K | — | — |
| Q4 2025 | $338K | 8.4K | — | — |
| Q4 2025 | $5.7M | 48.7K | — | — |
| Q4 2025 | $5.9M | 41.3K | — | — |
| Q4 2025 | $4.6M | 29.4K | — | — |
| Q4 2025 | $3.9M | 70.9K | — | — |
| Q4 2025 | $1.7M | 37.6K | — | — |
| Q4 2025 | $7M | 59.0K | — | — |
| Q4 2025 | $4M | 26.0K | — | — |
| Q4 2025 | $324K | 7.1K | — | — |
| Q4 2025 | $257K | 5.1K | — | — |
| Q4 2025 | $254K | 5.5K | — | — |
| Q4 2025 | $305K | 7.6K | — | — |
| Q4 2025 | $4.2M | 52.3K | — | — |
| Q4 2025 | $548K | 9.5K | — | — |
| Q4 2025 | $1.8M | 22.2K | — | — |
| Q4 2025 | $743K | 28.8K | — | — |
| Q4 2025 | $2.4M | 42.7K | — | — |
| Q4 2025 | $4M | 37.1K | — | — |
| Q4 2025 | $4.2M | 95.7K | — | — |
| Q4 2025 | $3.2M | 69.2K | — | — |
| Q4 2025 | $2.7M | 42.7K | — | — |
| Q3 2025 | $1.9M | 21.6K | — | — |
| Q3 2025 | $5.7M | 48.3K | — | — |
| Q3 2025 | $5.7M | 20.2K | — | — |
| Q3 2025 | $4.1M | 26.6K | — | — |
| Q3 2025 | $3.6M | 67.7K | — | — |
| Q3 2025 | $1.5M | 16.6K | — | — |
| Q3 2025 | $6.8M | 28.2K | — | — |
| Q3 2025 | $3.6M | 25.6K | — | — |
| Q3 2025 | $237K | 2.6K | — | — |
| Q3 2025 | $255K | 5.2K | — | — |
| Q3 2025 | $221K | 4.8K | — | — |
| Q3 2025 | $325K | 8.0K | — | — |
| Q3 2025 | $4M | 50.7K | — | — |
| Q3 2025 | $536K | 9.4K | — | — |
| Q3 2025 | $1.7M | 20.9K | — | — |
| Q3 2025 | $804K | 31.1K | — | — |
| Q3 2025 | $2.4M | 43.6K | — | — |
| Q3 2025 | $4.3M | 40.9K | — | — |
| Q3 2025 | $4.1M | 95.2K | — | — |
| Q3 2025 | $3.3M | 70.4K | — | — |
| Q3 2025 | $2.5M | 40.0K | — | — |