Back to STT-PG
HB Wealth Management, LLC → STT-PG
HB Wealth Management, LLC STT-PG Position History
State Street Corporation • Banking
Quarters held
129
Latest value
$2.5M
Q3 2026
Peak value
$489.3M
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $271K |
| Q4 2025 | $528K |
| Q4 2025 | $321K |
| Q4 2025 | $237K |
| Q4 2025 | $539K |
| Q4 2025 | $489.3M |
| Q4 2025 | $262K |
| Q4 2025 | $251K |
| Q4 2025 | $12.4M |
| Q4 2025 | $220K |
| Q4 2025 | $236K |
| Q4 2025 | $328K |
| Q4 2025 | $212K |
| Q4 2025 | $449K |
| Q4 2025 | $248K |
| Q4 2025 | $371K |
| Q4 2025 | $4.3M |
| Q4 2025 | $1.3M |
| Q4 2025 | $496K |
| Q4 2025 | $246K |
| Q4 2025 | $479K |
| Q4 2025 | $4.6M |
| Q4 2025 | $4.5M |
| Q4 2025 | $1.7M |
| Q4 2025 | $6.5M |
| Q4 2025 | $3.6M |
| Q4 2025 | $9.6M |
| Q4 2025 | $2.7M |
| Q4 2025 | $284K |
| Q4 2025 | $1.2M |
| Q4 2025 | $1.5M |
| Q1 2026 | $2.6M |
| Q1 2026 | $340K |
| Q1 2026 | $287K |
| Q1 2026 | $535K |
| Q1 2026 | $251.3M |
| Q1 2026 | $266K |
| Q1 2026 | $252K |
| Q1 2026 | $13M |
| Q1 2026 | $216K |
| Q1 2026 | $226K |
| Q1 2026 | $340K |
| Q1 2026 | $668K |
| Q1 2026 | $416K |
| Q1 2026 | $280K |
| Q1 2026 | $361K |
| Q1 2026 | $287K |
| Q1 2026 | $3.8M |
| Q1 2026 | $915K |
| Q1 2026 | $1.2M |
| Q1 2026 | $616K |
| Q1 2026 | $4.6M |
| Q1 2026 | $4.1M |
| Q1 2026 | $2.5M |
| Q1 2026 | $5.7M |
| Q1 2026 | $4M |
| Q1 2026 | $8.8M |
| Q1 2026 | $2.5M |
| Q1 2026 | $271K |
| Q1 2026 | $1.4M |
| Q1 2026 | $1.7M |
| Q2 2026 | $2.3M |
| Q2 2026 | $612K |
| Q2 2026 | $467K |
| Q2 2026 | $551K |
| Q2 2026 | $434K |
| Q2 2026 | $291M |
| Q2 2026 | $216K |
| Q2 2026 | $1.4M |
| Q2 2026 | $13.7M |
| Q2 2026 | $247K |
| Q2 2026 | $259K |
| Q2 2026 | $477K |
| Q2 2026 | $227K |
| Q2 2026 | $250K |
| Q2 2026 | $614K |
| Q2 2026 | $337K |
| Q2 2026 | $400K |
| Q2 2026 | $291K |
| Q2 2026 | $3.4M |
| Q2 2026 | $777K |
| Q2 2026 | $243K |
| Q2 2026 | $512K |
| Q2 2026 | $303K |
| Q2 2026 | $593K |
| Q2 2026 | $5.2M |
| Q2 2026 | $4.4M |
| Q2 2026 | $3.7M |
| Q2 2026 | $6M |
| Q2 2026 | $4.5M |
| Q2 2026 | $12.8M |
| Q2 2026 | $2.5M |
| Q2 2026 | $670K |
| Q2 2026 | $1.8M |
| Q2 2026 | $2.3M |
| Q3 2026 | $7.1M |
| Q3 2026 | $2.5M |
| Q3 2026 | $610K |
| Q3 2026 | $419K |
| Q3 2026 | $509K |
| Q3 2026 | $515K |
| Q3 2026 | $284.2M |
| Q3 2026 | $946K |
| Q3 2026 | $1.4M |
| Q3 2026 | $14.2M |
| Q3 2026 | $230K |
| Q3 2026 | $265K |
| Q3 2026 | $440K |
| Q3 2026 | $212K |
| Q3 2026 | $471K |
| Q3 2026 | $449K |
| Q3 2026 | $369K |
| Q3 2026 | $294K |
| Q3 2026 | $6.8M |
| Q3 2026 | $903K |
| Q3 2026 | $203K |
| Q3 2026 | $1.2M |
| Q3 2026 | $293K |
| Q3 2026 | $551K |
| Q3 2026 | $5.8M |
| Q3 2026 | $4.1M |
| Q3 2026 | $5.1M |
| Q3 2026 | $5.7M |
| Q3 2026 | $4.2M |
| Q3 2026 | $15M |
| Q3 2026 | $3M |
| Q3 2026 | $1.1M |
| Q3 2026 | $1.7M |
| Q3 2026 | $2.5M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $2.5M | 14.6K | — | — |
| Q3 2026 | $1.7M | 42.8K | — | — |
| Q3 2026 | $1.1M | 27.0K | — | — |
| Q3 2026 | $3M | 27.4K | — | — |
| Q3 2026 | $15M | 76.8K | — | — |
| Q3 2026 | $4.2M | 25.1K | — | — |
| Q3 2026 | $5.7M | 107.2K | — | — |
| Q3 2026 | $5.1M | 83.4K | — | — |
| Q3 2026 | $4.1M | 37.4K | — | — |
| Q3 2026 | $5.8M | 34.2K | — | — |
| Q3 2026 | $551K | 11.3K | — | — |
| Q3 2026 | $293K | 6.4K | — | — |
| Q3 2026 | $1.2M | 13.1K | — | — |
| Q3 2026 | $203K | 2.2K | — | — |
| Q3 2026 | $903K | 5.0K | — | — |
| Q3 2026 | $6.8M | 182.4K | — | — |
| Q3 2026 | $294K | 7.3K | — | — |
| Q3 2026 | $369K | 3.8K | — | — |
| Q3 2026 | $449K | 2.8K | — | — |
| Q3 2026 | $471K | 5.3K | — | — |
| Q3 2026 | $212K | 2.4K | — | — |
| Q3 2026 | $440K | 4.2K | — | — |
| Q3 2026 | $265K | 2.9K | — | — |
| Q3 2026 | $230K | 3.6K | — | — |
| Q3 2026 | $14.2M | 97.0K | — | — |
| Q3 2026 | $1.4M | 23.2K | — | — |
| Q3 2026 | $946K | 32.0K | — | — |
| Q3 2026 | $284.2M | 2.31M | — | — |
| Q3 2026 | $515K | 5.0K | — | — |
| Q3 2026 | $509K | 21.7K | — | — |
| Q3 2026 | $419K | 3.9K | — | — |
| Q3 2026 | $610K | 12.1K | — | — |
| Q3 2026 | $2.5M | 34.4K | — | — |
| Q3 2026 | $7.1M | 137.6K | — | — |
| Q2 2026 | $2.3M | 13.7K | — | — |
| Q2 2026 | $1.8M | 39.8K | — | — |
| Q2 2026 | $670K | 15.2K | — | — |
| Q2 2026 | $2.5M | 22.9K | — | — |
| Q2 2026 | $12.8M | 67.3K | — | — |
| Q2 2026 | $4.5M | 24.1K | — | — |
| Q2 2026 | $6M | 111.4K | — | — |
| Q2 2026 | $3.7M | 70.1K | — | — |
| Q2 2026 | $4.4M | 37.2K | — | — |
| Q2 2026 | $5.2M | 32.9K | — | — |
| Q2 2026 | $593K | 11.7K | — | — |
| Q2 2026 | $303K | 6.3K | — | — |
| Q2 2026 | $512K | 5.6K | — | — |
| Q2 2026 | $243K | 2.5K | — | — |
| Q2 2026 | $777K | 5.0K | — | — |
| Q2 2026 | $3.4M | 85.4K | — | — |
| Q2 2026 | $291K | 7.2K | — | — |
| Q2 2026 | $400K | 3.5K | — | — |
| Q2 2026 | $337K | 2.1K | — | — |
| Q2 2026 | $614K | 7.0K | — | — |
| Q2 2026 | $250K | 3.7K | — | — |
| Q2 2026 | $227K | 2.4K | — | — |
| Q2 2026 | $477K | 4.3K | — | — |
| Q2 2026 | $259K | 2.9K | — | — |
| Q2 2026 | $247K | 3.6K | — | — |
| Q2 2026 | $13.7M | 89.7K | — | — |
| Q2 2026 | $1.4M | 23.0K | — | — |
| Q2 2026 | $216K | 7.2K | — | — |
| Q2 2026 | $291M | 2.45M | — | — |
| Q2 2026 | $434K | 4.0K | — | — |
| Q2 2026 | $551K | 21.7K | — | — |
| Q2 2026 | $467K | 3.9K | — | — |
| Q2 2026 | $612K | 12.1K | — | — |
| Q2 2026 | $2.3M | 34.0K | — | — |
| Q1 2026 | $1.7M | 13.2K | — | — |
| Q1 2026 | $1.4M | 29.6K | — | — |
| Q1 2026 | $271K | 6.6K | — | — |
| Q1 2026 | $2.5M | 22.4K | — | — |
| Q1 2026 | $8.8M | 66.1K | — | — |
| Q1 2026 | $4M | 24.4K | — | — |
| Q1 2026 | $5.7M | 115.5K | — | — |
| Q1 2026 | $2.5M | 41.5K | — | — |
| Q1 2026 | $4.1M | 37.8K | — | — |
| Q1 2026 | $4.6M | 31.5K | — | — |
| Q1 2026 | $616K | 12.3K | — | — |
| Q1 2026 | $1.2M | 13.5K | — | — |
| Q1 2026 | $915K | 5.0K | — | — |
| Q1 2026 | $3.8M | 96.5K | — | — |
| Q1 2026 | $287K | 7.2K | — | — |
| Q1 2026 | $361K | 3.7K | — | — |
| Q1 2026 | $280K | 2.2K | — | — |
| Q1 2026 | $416K | 5.4K | — | — |
| Q1 2026 | $668K | 11.3K | — | — |
| Q1 2026 | $340K | 3.5K | — | — |
| Q1 2026 | $226K | 2.9K | — | — |
| Q1 2026 | $216K | 3.6K | — | — |
| Q1 2026 | $13M | 89.1K | — | — |
| Q1 2026 | $252K | 9.7K | — | — |
| Q1 2026 | $266K | 4.7K | — | — |
| Q1 2026 | $251.3M | 2.77M | — | — |
| Q1 2026 | $535K | 21.6K | — | — |
| Q1 2026 | $287K | 3.0K | — | — |
| Q1 2026 | $340K | 7.5K | — | — |
| Q1 2026 | $2.6M | 34.7K | — | — |
| Q4 2025 | $1.5M | 11.8K | — | — |
| Q4 2025 | $1.2M | 28.7K | — | — |
| Q4 2025 | $284K | 7.0K | — | — |
| Q4 2025 | $2.7M | 22.6K | — | — |
| Q4 2025 | $9.6M | 66.6K | — | — |
| Q4 2025 | $3.6M | 23.2K | — | — |
| Q4 2025 | $6.5M | 118.2K | — | — |
| Q4 2025 | $1.7M | 37.7K | — | — |
| Q4 2025 | $4.5M | 37.3K | — | — |
| Q4 2025 | $4.6M | 29.7K | — | — |
| Q4 2025 | $479K | 10.6K | — | — |
| Q4 2025 | $246K | 5.4K | — | — |
| Q4 2025 | $496K | 5.4K | — | — |
| Q4 2025 | $1.3M | 10.0K | — | — |
| Q4 2025 | $4.3M | 108.0K | — | — |
| Q4 2025 | $371K | 3.6K | — | — |
| Q4 2025 | $248K | 2.0K | — | — |
| Q4 2025 | $449K | 5.6K | — | — |
| Q4 2025 | $212K | 3.7K | — | — |
| Q4 2025 | $328K | 3.5K | — | — |
| Q4 2025 | $236K | 2.9K | — | — |
| Q4 2025 | $220K | 3.6K | — | — |
| Q4 2025 | $12.4M | 89.3K | — | — |
| Q4 2025 | $251K | 9.7K | — | — |
| Q4 2025 | $262K | 4.6K | — | — |
| Q4 2025 | $489.3M | 4.78M | — | — |
| Q4 2025 | $539K | 21.6K | — | — |
| Q4 2025 | $237K | 2.5K | — | — |
| Q4 2025 | $321K | 7.2K | — | — |
| Q4 2025 | $528K | 8.5K | — | — |
| Q4 2025 | $271K | 4.2K | — | — |