Back to STT-PG
Forthright Family Wealth Advisory LLC → STT-PG
Forthright Family Wealth Advisory LLC STT-PG Position History
State Street Corporation • Banking
Quarters held
12
Latest value
$18.9M
Q3 2026
Peak value
$43.6M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $1.2M |
| Q3 2025 | $935K |
| Q3 2025 | $949K |
| Q3 2025 | $16.2M |
| Q4 2025 | $1.2M |
| Q4 2025 | $16.8M |
| Q1 2026 | $43.6M |
| Q1 2026 | $2.2M |
| Q2 2026 | $1.6M |
| Q2 2026 | $18.5M |
| Q3 2026 | $1.5M |
| Q3 2026 | $18.9M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $18.9M | 210.5K | — | — |
| Q3 2026 | $1.5M | 28.6K | — | — |
| Q2 2026 | $18.5M | 210.0K | — | — |
| Q2 2026 | $1.6M | 30.5K | — | — |
| Q1 2026 | $2.2M | 72.6K | — | — |
| Q1 2026 | $43.6M | 708.6K | — | — |
| Q4 2025 | $16.8M | 209.3K | — | — |
| Q4 2025 | $1.2M | 26.1K | — | — |
| Q3 2025 | $16.2M | 207.3K | — | — |
| Q3 2025 | $949K | 17.1K | — | — |
| Q3 2025 | $935K | 8.9K | — | — |
| Q3 2025 | $1.2M | 26.5K | — | — |
Other funds holding STT-PG
$7.7B
$7.2B
$6.8B
$6.6B
$5.7B
$5.5B
$5.3B