Back to STT-PG

Focused Wealth Management, Inc → STT-PG

Focused Wealth Management, Inc STT-PG Position History

State Street Corporation • Banking

Quarters held
32
Latest value
$453K
Q3 2026
Peak value
$191.5M
First seen
Q4 2025

Dollar value over time

Show data table
PeriodPosition value
Q4 2025$155.9M
Q4 2025$344K
Q4 2025$296K
Q4 2025$13.4M
Q4 2025$509K
Q4 2025$506K
Q4 2025$26.4M
Q4 2025$362K
Q1 2026$147.1M
Q1 2026$346K
Q1 2026$275K
Q1 2026$1.3M
Q1 2026$525K
Q1 2026$388K
Q1 2026$15.1M
Q1 2026$308K
Q2 2026$182.2M
Q2 2026$335K
Q2 2026$299K
Q2 2026$1.2M
Q2 2026$552K
Q2 2026$391K
Q2 2026$17M
Q2 2026$440K
Q3 2026$191.5M
Q3 2026$338K
Q3 2026$247K
Q3 2026$1.1M
Q3 2026$526K
Q3 2026$409K
Q3 2026$17.4M
Q3 2026$453K

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$453K2.3K——
Q3 2026$17.4M326.2K——
Q3 2026$409K2.4K——
Q3 2026$526K11.6K——
Q3 2026$1.1M12.3K——
Q3 2026$247K2.7K——
Q3 2026$338K5.5K——
Q3 2026$191.5M1.56M——
Q2 2026$440K2.3K——
Q2 2026$17M317.9K——
Q2 2026$391K2.5K——
Q2 2026$552K11.6K——
Q2 2026$1.2M13.1K——
Q2 2026$299K3.3K——
Q2 2026$335K5.5K——
Q2 2026$182.2M1.53M——
Q1 2026$308K2.3K——
Q1 2026$15.1M305.8K——
Q1 2026$388K2.6K——
Q1 2026$525K11.5K——
Q1 2026$1.3M13.8K——
Q1 2026$275K3.5K——
Q1 2026$346K6.1K——
Q1 2026$147.1M1.50M——
Q4 2025$362K2.5K——
Q4 2025$26.4M481.4K——
Q4 2025$506K3.3K——
Q4 2025$509K11.8K——
Q4 2025$13.4M146.8K——
Q4 2025$296K3.6K——
Q4 2025$344K6.1K——
Q4 2025$155.9M1.46M——

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