Back to STT-PG
Crown Wealth Group, LLC → STT-PG
Crown Wealth Group, LLC STT-PG Position History
State Street Corporation • Banking
Quarters held
25
Latest value
$845K
Q3 2026
Peak value
$46M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $325K |
| Q3 2025 | $37.8M |
| Q4 2025 | $355K |
| Q4 2025 | $39.7M |
| Q4 2025 | $437K |
| Q4 2025 | $419K |
| Q4 2025 | $428K |
| Q4 2025 | $339K |
| Q4 2025 | $1M |
| Q4 2025 | $244K |
| Q1 2026 | $348K |
| Q1 2026 | $37.1M |
| Q1 2026 | $2M |
| Q1 2026 | $247K |
| Q2 2026 | $427K |
| Q2 2026 | $43.5M |
| Q2 2026 | $2.3M |
| Q2 2026 | $312K |
| Q3 2026 | $452K |
| Q3 2026 | $46M |
| Q3 2026 | $2.4M |
| Q3 2026 | $258K |
| Q3 2026 | $234K |
| Q3 2026 | $227K |
| Q3 2026 | $845K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $845K | 4.3K | — | — |
| Q3 2026 | $227K | 4.3K | — | — |
| Q3 2026 | $234K | 2.1K | — | — |
| Q3 2026 | $258K | 1.5K | — | — |
| Q3 2026 | $2.4M | 50.2K | — | — |
| Q3 2026 | $46M | 512.6K | — | — |
| Q3 2026 | $452K | 3.7K | — | — |
| Q2 2026 | $312K | 1.6K | — | — |
| Q2 2026 | $2.3M | 45.1K | — | — |
| Q2 2026 | $43.5M | 494.5K | — | — |
| Q2 2026 | $427K | 3.6K | — | — |
| Q1 2026 | $247K | 1.9K | — | — |
| Q1 2026 | $2M | 40.2K | — | — |
| Q1 2026 | $37.1M | 484.2K | — | — |
| Q1 2026 | $348K | 3.6K | — | — |
| Q4 2025 | $244K | 2.1K | — | — |
| Q4 2025 | $1M | 7.1K | — | — |
| Q4 2025 | $339K | 2.2K | — | — |
| Q4 2025 | $428K | 7.8K | — | — |
| Q4 2025 | $419K | 3.5K | — | — |
| Q4 2025 | $437K | 2.8K | — | — |
| Q4 2025 | $39.7M | 494.9K | — | — |
| Q4 2025 | $355K | 3.3K | — | — |
| Q3 2025 | $37.8M | 482.3K | — | — |
| Q3 2025 | $325K | 3.1K | — | — |