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FOCUS Wealth Advisors, LLC → STT-PG

FOCUS Wealth Advisors, LLC STT-PG Position History

State Street Corporation • Banking

Quarters held
18
Latest value
$236K
Q3 2026
Peak value
$7.8M
First seen
Q4 2025

Dollar value over time

Show data table
PeriodPosition value
Q4 2025$7.8M
Q4 2025$1.1M
Q4 2025$4.5M
Q4 2025$4.7M
Q1 2026$7.7M
Q1 2026$1.1M
Q1 2026$5.9M
Q1 2026$4.1M
Q2 2026$6.9M
Q2 2026$4.7M
Q2 2026$1.1M
Q2 2026$4.9M
Q2 2026$229K
Q3 2026$6.6M
Q3 2026$3.9M
Q3 2026$896K
Q3 2026$5.5M
Q3 2026$236K

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$236K1.2K——
Q3 2026$5.5M89.7K——
Q3 2026$896K20.9K——
Q3 2026$3.9M7.4K——
Q3 2026$6.6M63.7K——
Q2 2026$229K1.2K——
Q2 2026$4.9M92.1K——
Q2 2026$1.1M23.2K——
Q2 2026$4.7M7.5K——
Q2 2026$6.9M64.9K——
Q1 2026$4.1M82.5K——
Q1 2026$5.9M96.0K——
Q1 2026$1.1M23.2K——
Q1 2026$7.7M71.0K——
Q4 2025$4.7M86.5K——
Q4 2025$4.5M101.2K——
Q4 2025$1.1M23.7K——
Q4 2025$7.8M75.0K——

Other funds holding STT-PG

Other FOCUS Wealth Advisors, LLC positions

VGES

VANGUARD BD INDEX FDS

$16.1M
VGES

VANGUARD BD INDEX FDS

$15.9M
VGES

VANGUARD BD INDEX FDS

$15.5M
VGES

VANGUARD BD INDEX FDS

$15.4M
ETHA

ISHARES TR

$14.3M
ETHA

ISHARES TR

$13.2M
ETHA

ISHARES TR

$12.9M
ETHA

ISHARES TR

$12.7M