Back to STT-PG
HighRoad Wealth Advisors, LLC → STT-PG
HighRoad Wealth Advisors, LLC STT-PG Position History
State Street Corporation • Banking
Quarters held
4
Latest value
$12.2M
Q3 2026
Peak value
$12.5M
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $9.4M |
| Q1 2026 | $10.8M |
| Q2 2026 | $12.5M |
| Q3 2026 | $12.2M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $12.2M | 133.3K | — | — |
| Q2 2026 | $12.5M | 136.8K | — | — |
| Q1 2026 | $10.8M | 117.3K | — | — |
| Q4 2025 | $9.4M | 102.5K | — | — |