Back to STT-PG
Financial & Tax Architects, LLC → STT-PG
Financial & Tax Architects, LLC STT-PG Position History
State Street Corporation • Banking
Quarters held
56
Latest value
$1.6M
Q3 2026
Peak value
$21.9M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $276K |
| Q3 2025 | $1.2M |
| Q3 2025 | $1.4M |
| Q3 2025 | $862K |
| Q3 2025 | $1.1M |
| Q3 2025 | $1.1M |
| Q3 2025 | $1.2M |
| Q3 2025 | $1.2M |
| Q3 2025 | $1.1M |
| Q3 2025 | $1.3M |
| Q3 2025 | $1.3M |
| Q4 2025 | $291K |
| Q4 2025 | $1.3M |
| Q4 2025 | $1.3M |
| Q4 2025 | $1.1M |
| Q4 2025 | $1.1M |
| Q4 2025 | $1.3M |
| Q4 2025 | $1.2M |
| Q4 2025 | $1.2M |
| Q4 2025 | $1.2M |
| Q4 2025 | $1.2M |
| Q4 2025 | $1.3M |
| Q4 2025 | $1.3M |
| Q1 2026 | $620K |
| Q1 2026 | $210K |
| Q1 2026 | $1.3M |
| Q1 2026 | $954K |
| Q1 2026 | $1.6M |
| Q1 2026 | $1.3M |
| Q1 2026 | $1.2M |
| Q1 2026 | $1.1M |
| Q1 2026 | $1.6M |
| Q1 2026 | $1.2M |
| Q1 2026 | $1.2M |
| Q1 2026 | $1.4M |
| Q2 2026 | $1.3M |
| Q2 2026 | $5M |
| Q2 2026 | $20.2M |
| Q2 2026 | $2.2M |
| Q2 2026 | $1.3M |
| Q2 2026 | $1.3M |
| Q2 2026 | $1.2M |
| Q2 2026 | $1.2M |
| Q2 2026 | $1.4M |
| Q2 2026 | $1.4M |
| Q2 2026 | $1.4M |
| Q3 2026 | $422K |
| Q3 2026 | $4M |
| Q3 2026 | $5.5M |
| Q3 2026 | $21.9M |
| Q3 2026 | $1.4M |
| Q3 2026 | $1.6M |
| Q3 2026 | $1.5M |
| Q3 2026 | $1.4M |
| Q3 2026 | $1.4M |
| Q3 2026 | $1.6M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $1.6M | 8.0K | — | — |
| Q3 2026 | $1.4M | 8.2K | — | — |
| Q3 2026 | $1.4M | 26.0K | — | — |
| Q3 2026 | $1.5M | 24.0K | — | — |
| Q3 2026 | $1.6M | 9.2K | — | — |
| Q3 2026 | $1.4M | 28.4K | — | — |
| Q3 2026 | $21.9M | 239.0K | — | — |
| Q3 2026 | $5.5M | 58.8K | — | — |
| Q3 2026 | $4M | 163.1K | — | — |
| Q3 2026 | $422K | 16.6K | — | — |
| Q2 2026 | $1.4M | 31.8K | — | — |
| Q2 2026 | $1.4M | 7.6K | — | — |
| Q2 2026 | $1.4M | 7.6K | — | — |
| Q2 2026 | $1.2M | 23.0K | — | — |
| Q2 2026 | $1.2M | 10.4K | — | — |
| Q2 2026 | $1.3M | 8.3K | — | — |
| Q2 2026 | $1.3M | 26.5K | — | — |
| Q2 2026 | $2.2M | 113.9K | — | — |
| Q2 2026 | $20.2M | 220.3K | — | — |
| Q2 2026 | $5M | 52.3K | — | — |
| Q2 2026 | $1.3M | 51.7K | — | — |
| Q1 2026 | $1.4M | 31.2K | — | — |
| Q1 2026 | $1.2M | 8.8K | — | — |
| Q1 2026 | $1.2M | 7.5K | — | — |
| Q1 2026 | $1.6M | 25.5K | — | — |
| Q1 2026 | $1.1M | 10.2K | — | — |
| Q1 2026 | $1.2M | 8.4K | — | — |
| Q1 2026 | $1.3M | 26.5K | — | — |
| Q1 2026 | $1.6M | 82.3K | — | — |
| Q1 2026 | $954K | 10.4K | — | — |
| Q1 2026 | $1.3M | 50.4K | — | — |
| Q1 2026 | $210K | 2.1K | — | — |
| Q1 2026 | $620K | 8.3K | — | — |
| Q4 2025 | $1.3M | 31.4K | — | — |
| Q4 2025 | $1.3M | 8.8K | — | — |
| Q4 2025 | $1.2M | 7.6K | — | — |
| Q4 2025 | $1.2M | 22.8K | — | — |
| Q4 2025 | $1.2M | 27.0K | — | — |
| Q4 2025 | $1.2M | 9.9K | — | — |
| Q4 2025 | $1.3M | 8.5K | — | — |
| Q4 2025 | $1.1M | 24.2K | — | — |
| Q4 2025 | $1.1M | 55.6K | — | — |
| Q4 2025 | $1.3M | 14.4K | — | — |
| Q4 2025 | $1.3M | 49.4K | — | — |
| Q4 2025 | $291K | 2.7K | — | — |
| Q3 2025 | $1.3M | 15.3K | — | — |
| Q3 2025 | $1.3M | 4.5K | — | — |
| Q3 2025 | $1.1M | 7.2K | — | — |
| Q3 2025 | $1.2M | 22.2K | — | — |
| Q3 2025 | $1.2M | 13.3K | — | — |
| Q3 2025 | $1.1M | 4.8K | — | — |
| Q3 2025 | $1.1M | 12.7K | — | — |
| Q3 2025 | $862K | 44.7K | — | — |
| Q3 2025 | $1.4M | 15.2K | — | — |
| Q3 2025 | $1.2M | 47.3K | — | — |
| Q3 2025 | $276K | 2.6K | — | — |
Other funds holding STT-PG
$7.7B
$7.2B
$6.8B
$6.6B
$5.7B
$5.5B
$5.3B