Back to STT-PG
EVOLUTION WEALTH MANAGEMENT INC. → STT-PG
EVOLUTION WEALTH MANAGEMENT INC. STT-PG Position History
State Street Corporation • Banking
Quarters held
174
Latest value
$698
Q3 2026
Peak value
$15.4M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $173K |
| Q3 2025 | $3K |
| Q3 2025 | $175K |
| Q3 2025 | $6K |
| Q3 2025 | $2K |
| Q3 2025 | $1K |
| Q3 2025 | $102K |
| Q3 2025 | $2K |
| Q3 2025 | $16K |
| Q3 2025 | $57K |
| Q3 2025 | $171K |
| Q3 2025 | $2.9M |
| Q3 2025 | $915 |
| Q3 2025 | $22K |
| Q3 2025 | $983 |
| Q3 2025 | $16K |
| Q3 2025 | $191K |
| Q3 2025 | $231K |
| Q3 2025 | $625 |
| Q3 2025 | $1K |
| Q3 2025 | $166K |
| Q3 2025 | $65K |
| Q3 2025 | $34K |
| Q3 2025 | $37K |
| Q3 2025 | $36K |
| Q3 2025 | $464 |
| Q4 2025 | $442K |
| Q4 2025 | $10K |
| Q4 2025 | $476K |
| Q4 2025 | $6K |
| Q4 2025 | $7K |
| Q4 2025 | $3K |
| Q4 2025 | $100K |
| Q4 2025 | $99K |
| Q4 2025 | $428 |
| Q4 2025 | $9K |
| Q4 2025 | $9K |
| Q4 2025 | $490 |
| Q4 2025 | $31K |
| Q4 2025 | $56K |
| Q4 2025 | $271K |
| Q4 2025 | $5M |
| Q4 2025 | $3K |
| Q4 2025 | $57K |
| Q4 2025 | $3K |
| Q4 2025 | $4K |
| Q4 2025 | $33K |
| Q4 2025 | $208K |
| Q4 2025 | $630K |
| Q4 2025 | $2K |
| Q4 2025 | $1K |
| Q4 2025 | $168K |
| Q4 2025 | $57K |
| Q4 2025 | $19K |
| Q4 2025 | $38K |
| Q4 2025 | $36K |
| Q4 2025 | $516 |
| Q1 2026 | $444K |
| Q1 2026 | $9K |
| Q1 2026 | $490K |
| Q1 2026 | $6K |
| Q1 2026 | $6K |
| Q1 2026 | $7K |
| Q1 2026 | $91K |
| Q1 2026 | $98K |
| Q1 2026 | $417 |
| Q1 2026 | $9K |
| Q1 2026 | $9K |
| Q1 2026 | $487 |
| Q1 2026 | $73K |
| Q1 2026 | $59K |
| Q1 2026 | $278K |
| Q1 2026 | $8.2M |
| Q1 2026 | $51K |
| Q1 2026 | $37K |
| Q1 2026 | $3K |
| Q1 2026 | $50K |
| Q1 2026 | $7K |
| Q1 2026 | $70K |
| Q1 2026 | $3K |
| Q1 2026 | $4K |
| Q1 2026 | $30K |
| Q1 2026 | $240K |
| Q1 2026 | $585K |
| Q1 2026 | $2K |
| Q1 2026 | $1K |
| Q1 2026 | $287K |
| Q1 2026 | $41K |
| Q1 2026 | $20K |
| Q1 2026 | $35K |
| Q1 2026 | $61K |
| Q1 2026 | $506 |
| Q2 2026 | $521K |
| Q2 2026 | $9K |
| Q2 2026 | $604K |
| Q2 2026 | $6K |
| Q2 2026 | $3K |
| Q2 2026 | $7K |
| Q2 2026 | $7K |
| Q2 2026 | $19K |
| Q2 2026 | $118K |
| Q2 2026 | $412 |
| Q2 2026 | $9K |
| Q2 2026 | $6K |
| Q2 2026 | $12K |
| Q2 2026 | $483 |
| Q2 2026 | $73K |
| Q2 2026 | $72K |
| Q2 2026 | $4K |
| Q2 2026 | $6K |
| Q2 2026 | $243K |
| Q2 2026 | $11.8M |
| Q2 2026 | $63K |
| Q2 2026 | $43K |
| Q2 2026 | $3K |
| Q2 2026 | $50K |
| Q2 2026 | $11K |
| Q2 2026 | $64K |
| Q2 2026 | $3K |
| Q2 2026 | $4K |
| Q2 2026 | $31K |
| Q2 2026 | $113K |
| Q2 2026 | $619K |
| Q2 2026 | $2K |
| Q2 2026 | $661 |
| Q2 2026 | $2K |
| Q2 2026 | $3K |
| Q2 2026 | $173K |
| Q2 2026 | $45K |
| Q2 2026 | $26K |
| Q2 2026 | $78K |
| Q2 2026 | $4K |
| Q2 2026 | $30K |
| Q2 2026 | $678 |
| Q3 2026 | $6K |
| Q3 2026 | $423K |
| Q3 2026 | $7K |
| Q3 2026 | $504K |
| Q3 2026 | $6K |
| Q3 2026 | $3K |
| Q3 2026 | $7K |
| Q3 2026 | $3K |
| Q3 2026 | $19K |
| Q3 2026 | $122K |
| Q3 2026 | $402 |
| Q3 2026 | $7K |
| Q3 2026 | $6K |
| Q3 2026 | $11K |
| Q3 2026 | $464 |
| Q3 2026 | $44K |
| Q3 2026 | $59K |
| Q3 2026 | $15K |
| Q3 2026 | $5K |
| Q3 2026 | $123K |
| Q3 2026 | $15.4M |
| Q3 2026 | $42K |
| Q3 2026 | $29K |
| Q3 2026 | $17K |
| Q3 2026 | $3K |
| Q3 2026 | $27K |
| Q3 2026 | $68K |
| Q3 2026 | $3K |
| Q3 2026 | $4K |
| Q3 2026 | $23K |
| Q3 2026 | $121K |
| Q3 2026 | $498K |
| Q3 2026 | $2K |
| Q3 2026 | $1K |
| Q3 2026 | $101K |
| Q3 2026 | $29K |
| Q3 2026 | $7K |
| Q3 2026 | $96K |
| Q3 2026 | $7K |
| Q3 2026 | $698 |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $698 | 4 | — | — |
| Q3 2026 | $7K | 176 | — | — |
| Q3 2026 | $96K | 490 | — | — |
| Q3 2026 | $7K | 41 | — | — |
| Q3 2026 | $29K | 540 | — | — |
| Q3 2026 | $101K | 1.6K | — | — |
| Q3 2026 | $1K | 12 | — | — |
| Q3 2026 | $2K | 72 | — | — |
| Q3 2026 | $498K | 7.5K | — | — |
| Q3 2026 | $121K | 1.3K | — | — |
| Q3 2026 | $23K | 251 | — | — |
| Q3 2026 | $4K | 184 | — | — |
| Q3 2026 | $3K | 115 | — | — |
| Q3 2026 | $68K | 1.7K | — | — |
| Q3 2026 | $27K | 872 | — | — |
| Q3 2026 | $3K | 67 | — | — |
| Q3 2026 | $17K | 172 | — | — |
| Q3 2026 | $29K | 182 | — | — |
| Q3 2026 | $42K | 80 | — | — |
| Q3 2026 | $15.4M | 171.8K | — | — |
| Q3 2026 | $123K | 1.9K | — | — |
| Q3 2026 | $5K | 59 | — | — |
| Q3 2026 | $15K | 146 | — | — |
| Q3 2026 | $59K | 404 | — | — |
| Q3 2026 | $44K | 421 | — | — |
| Q3 2026 | $464 | 17 | — | — |
| Q3 2026 | $11K | 444 | — | — |
| Q3 2026 | $6K | 247 | — | — |
| Q3 2026 | $7K | 69 | — | — |
| Q3 2026 | $402 | 19 | — | — |
| Q3 2026 | $122K | 2.0K | — | — |
| Q3 2026 | $19K | 156 | — | — |
| Q3 2026 | $3K | 136 | — | — |
| Q3 2026 | $7K | 218 | — | — |
| Q3 2026 | $3K | 147 | — | — |
| Q3 2026 | $6K | 240 | — | — |
| Q3 2026 | $504K | 10.0K | — | — |
| Q3 2026 | $7K | 275 | — | — |
| Q3 2026 | $423K | 8.2K | — | — |
| Q3 2026 | $6K | 72 | — | — |
| Q2 2026 | $678 | 4 | — | — |
| Q2 2026 | $30K | 670 | — | — |
| Q2 2026 | $4K | 36 | — | — |
| Q2 2026 | $78K | 408 | — | — |
| Q2 2026 | $26K | 138 | — | — |
| Q2 2026 | $45K | 836 | — | — |
| Q2 2026 | $173K | 3.3K | — | — |
| Q2 2026 | $3K | 26 | — | — |
| Q2 2026 | $2K | 15 | — | — |
| Q2 2026 | $661 | 13 | — | — |
| Q2 2026 | $2K | 72 | — | — |
| Q2 2026 | $619K | 9.5K | — | — |
| Q2 2026 | $113K | 1.2K | — | — |
| Q2 2026 | $31K | 318 | — | — |
| Q2 2026 | $4K | 184 | — | — |
| Q2 2026 | $3K | 115 | — | — |
| Q2 2026 | $64K | 1.9K | — | — |
| Q2 2026 | $11K | 452 | — | — |
| Q2 2026 | $50K | 1.6K | — | — |
| Q2 2026 | $3K | 67 | — | — |
| Q2 2026 | $43K | 370 | — | — |
| Q2 2026 | $63K | 401 | — | — |
| Q2 2026 | $11.8M | 134.4K | — | — |
| Q2 2026 | $243K | 3.6K | — | — |
| Q2 2026 | $6K | 59 | — | — |
| Q2 2026 | $4K | 34 | — | — |
| Q2 2026 | $72K | 470 | — | — |
| Q2 2026 | $73K | 679 | — | — |
| Q2 2026 | $483 | 17 | — | — |
| Q2 2026 | $12K | 444 | — | — |
| Q2 2026 | $6K | 247 | — | — |
| Q2 2026 | $9K | 82 | — | — |
| Q2 2026 | $412 | 19 | — | — |
| Q2 2026 | $118K | 1.9K | — | — |
| Q2 2026 | $19K | 156 | — | — |
| Q2 2026 | $7K | 352 | — | — |
| Q2 2026 | $7K | 218 | — | — |
| Q2 2026 | $3K | 147 | — | — |
| Q2 2026 | $6K | 240 | — | — |
| Q2 2026 | $604K | 12.0K | — | — |
| Q2 2026 | $9K | 328 | — | — |
| Q2 2026 | $521K | 10.1K | — | — |
| Q1 2026 | $506 | 4 | — | — |
| Q1 2026 | $61K | 1.3K | — | — |
| Q1 2026 | $35K | 264 | — | — |
| Q1 2026 | $20K | 125 | — | — |
| Q1 2026 | $41K | 836 | — | — |
| Q1 2026 | $287K | 4.7K | — | — |
| Q1 2026 | $1K | 12 | — | — |
| Q1 2026 | $2K | 72 | — | — |
| Q1 2026 | $585K | 10.1K | — | — |
| Q1 2026 | $240K | 2.6K | — | — |
| Q1 2026 | $30K | 318 | — | — |
| Q1 2026 | $4K | 184 | — | — |
| Q1 2026 | $3K | 115 | — | — |
| Q1 2026 | $70K | 2.0K | — | — |
| Q1 2026 | $7K | 295 | — | — |
| Q1 2026 | $50K | 1.6K | — | — |
| Q1 2026 | $3K | 67 | — | — |
| Q1 2026 | $37K | 370 | — | — |
| Q1 2026 | $51K | 401 | — | — |
| Q1 2026 | $8.2M | 107.3K | — | — |
| Q1 2026 | $278K | 4.7K | — | — |
| Q1 2026 | $59K | 404 | — | — |
| Q1 2026 | $73K | 679 | — | — |
| Q1 2026 | $487 | 17 | — | — |
| Q1 2026 | $9K | 331 | — | — |
| Q1 2026 | $9K | 88 | — | — |
| Q1 2026 | $417 | 19 | — | — |
| Q1 2026 | $98K | 1.7K | — | — |
| Q1 2026 | $91K | 933 | — | — |
| Q1 2026 | $7K | 352 | — | — |
| Q1 2026 | $6K | 169 | — | — |
| Q1 2026 | $6K | 240 | — | — |
| Q1 2026 | $490K | 10.7K | — | — |
| Q1 2026 | $9K | 346 | — | — |
| Q1 2026 | $444K | 9.5K | — | — |
| Q4 2025 | $516 | 4 | — | — |
| Q4 2025 | $36K | 836 | — | — |
| Q4 2025 | $38K | 264 | — | — |
| Q4 2025 | $19K | 125 | — | — |
| Q4 2025 | $57K | 1.0K | — | — |
| Q4 2025 | $168K | 3.7K | — | — |
| Q4 2025 | $1K | 12 | — | — |
| Q4 2025 | $2K | 85 | — | — |
| Q4 2025 | $630K | 10.1K | — | — |
| Q4 2025 | $208K | 2.3K | — | — |
| Q4 2025 | $33K | 342 | — | — |
| Q4 2025 | $4K | 184 | — | — |
| Q4 2025 | $3K | 135 | — | — |
| Q4 2025 | $57K | 2.0K | — | — |
| Q4 2025 | $3K | 79 | — | — |
| Q4 2025 | $5M | 62.7K | — | — |
| Q4 2025 | $271K | 4.7K | — | — |
| Q4 2025 | $56K | 404 | — | — |
| Q4 2025 | $31K | 296 | — | — |
| Q4 2025 | $490 | 17 | — | — |
| Q4 2025 | $9K | 331 | — | — |
| Q4 2025 | $9K | 87 | — | — |
| Q4 2025 | $428 | 19 | — | — |
| Q4 2025 | $99K | 1.7K | — | — |
| Q4 2025 | $100K | 933 | — | — |
| Q4 2025 | $3K | 159 | — | — |
| Q4 2025 | $7K | 198 | — | — |
| Q4 2025 | $6K | 240 | — | — |
| Q4 2025 | $476K | 10.7K | — | — |
| Q4 2025 | $10K | 342 | — | — |
| Q4 2025 | $442K | 9.5K | — | — |
| Q3 2025 | $464 | 4 | — | — |
| Q3 2025 | $36K | 409 | — | — |
| Q3 2025 | $37K | 132 | — | — |
| Q3 2025 | $34K | 220 | — | — |
| Q3 2025 | $65K | 1.2K | — | — |
| Q3 2025 | $166K | 1.9K | — | — |
| Q3 2025 | $1K | 6 | — | — |
| Q3 2025 | $625 | 24 | — | — |
| Q3 2025 | $231K | 3.9K | — | — |
| Q3 2025 | $191K | 2.1K | — | — |
| Q3 2025 | $16K | 167 | — | — |
| Q3 2025 | $983 | 39 | — | — |
| Q3 2025 | $22K | 769 | — | — |
| Q3 2025 | $915 | 22 | — | — |
| Q3 2025 | $2.9M | 36.5K | — | — |
| Q3 2025 | $171K | 3.0K | — | — |
| Q3 2025 | $57K | 404 | — | — |
| Q3 2025 | $16K | 172 | — | — |
| Q3 2025 | $2K | 23 | — | — |
| Q3 2025 | $102K | 1.8K | — | — |
| Q3 2025 | $1K | 47 | — | — |
| Q3 2025 | $2K | 56 | — | — |
| Q3 2025 | $6K | 240 | — | — |
| Q3 2025 | $175K | 4.1K | — | — |
| Q3 2025 | $3K | 100 | — | — |
| Q3 2025 | $173K | 3.7K | — | — |
Other funds holding STT-PG
$7.7B
$7.2B
$6.8B
$6.6B
$5.7B
$5.5B
$5.3B