Back to STT-PG
Gradient Capital Advisors, LLC → STT-PG
Gradient Capital Advisors, LLC STT-PG Position History
State Street Corporation • Banking
Quarters held
49
Latest value
$366K
Q3 2026
Peak value
$15.6M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $1.1M |
| Q3 2025 | $14.3M |
| Q3 2025 | $603K |
| Q3 2025 | $380K |
| Q3 2025 | $296K |
| Q3 2025 | $3.1M |
| Q3 2025 | $276K |
| Q3 2025 | $407K |
| Q3 2025 | $321K |
| Q3 2025 | $266K |
| Q4 2025 | $1M |
| Q4 2025 | $14.3M |
| Q4 2025 | $587K |
| Q4 2025 | $381K |
| Q4 2025 | $262K |
| Q4 2025 | $2.9M |
| Q4 2025 | $255K |
| Q4 2025 | $414K |
| Q4 2025 | $308K |
| Q4 2025 | $260K |
| Q1 2026 | $961K |
| Q1 2026 | $14.4M |
| Q1 2026 | $584K |
| Q1 2026 | $365K |
| Q1 2026 | $261K |
| Q1 2026 | $2.2M |
| Q1 2026 | $339K |
| Q1 2026 | $340K |
| Q1 2026 | $248K |
| Q1 2026 | $280K |
| Q2 2026 | $1M |
| Q2 2026 | $15.6M |
| Q2 2026 | $580K |
| Q2 2026 | $414K |
| Q2 2026 | $262K |
| Q2 2026 | $2.6M |
| Q2 2026 | $454K |
| Q2 2026 | $370K |
| Q2 2026 | $356K |
| Q2 2026 | $276K |
| Q3 2026 | $960K |
| Q3 2026 | $15.3M |
| Q3 2026 | $570K |
| Q3 2026 | $420K |
| Q3 2026 | $254K |
| Q3 2026 | $2.3M |
| Q3 2026 | $540K |
| Q3 2026 | $344K |
| Q3 2026 | $366K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $366K | 1.9K | — | — |
| Q3 2026 | $344K | 6.4K | — | — |
| Q3 2026 | $540K | 8.8K | — | — |
| Q3 2026 | $2.3M | 22.8K | — | — |
| Q3 2026 | $254K | 10.5K | — | — |
| Q3 2026 | $420K | 4.6K | — | — |
| Q3 2026 | $570K | 19.3K | — | — |
| Q3 2026 | $15.3M | 304.9K | — | — |
| Q3 2026 | $960K | 14.3K | — | — |
| Q2 2026 | $276K | 6.1K | — | — |
| Q2 2026 | $356K | 1.9K | — | — |
| Q2 2026 | $370K | 6.9K | — | — |
| Q2 2026 | $454K | 8.6K | — | — |
| Q2 2026 | $2.6M | 26.3K | — | — |
| Q2 2026 | $262K | 10.5K | — | — |
| Q2 2026 | $414K | 4.6K | — | — |
| Q2 2026 | $580K | 19.3K | — | — |
| Q2 2026 | $15.6M | 309.5K | — | — |
| Q2 2026 | $1M | 15.2K | — | — |
| Q1 2026 | $280K | 6.1K | — | — |
| Q1 2026 | $248K | 1.9K | — | — |
| Q1 2026 | $340K | 6.9K | — | — |
| Q1 2026 | $339K | 5.5K | — | — |
| Q1 2026 | $2.2M | 22.1K | — | — |
| Q1 2026 | $261K | 10.5K | — | — |
| Q1 2026 | $365K | 4.6K | — | — |
| Q1 2026 | $584K | 19.4K | — | — |
| Q1 2026 | $14.4M | 315.1K | — | — |
| Q1 2026 | $961K | 15.5K | — | — |
| Q4 2025 | $260K | 6.1K | — | — |
| Q4 2025 | $308K | 2.1K | — | — |
| Q4 2025 | $414K | 7.6K | — | — |
| Q4 2025 | $255K | 5.7K | — | — |
| Q4 2025 | $2.9M | 28.8K | — | — |
| Q4 2025 | $262K | 10.4K | — | — |
| Q4 2025 | $381K | 4.6K | — | — |
| Q4 2025 | $587K | 19.4K | — | — |
| Q4 2025 | $14.3M | 322.0K | — | — |
| Q4 2025 | $1M | 16.0K | — | — |
| Q3 2025 | $266K | 3.0K | — | — |
| Q3 2025 | $321K | 1.1K | — | — |
| Q3 2025 | $407K | 7.6K | — | — |
| Q3 2025 | $276K | 3.1K | — | — |
| Q3 2025 | $3.1M | 31.1K | — | — |
| Q3 2025 | $296K | 11.6K | — | — |
| Q3 2025 | $380K | 4.7K | — | — |
| Q3 2025 | $603K | 19.9K | — | — |
| Q3 2025 | $14.3M | 334.8K | — | — |
| Q3 2025 | $1.1M | 18.2K | — | — |