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Integrated Wealth Management → STT-PG

Integrated Wealth Management STT-PG Position History

State Street Corporation • Banking

Quarters held
8
Latest value
$7.5M
Q3 2026
Peak value
$8.1M
First seen
Q4 2025

Dollar value over time

Show data table
PeriodPosition value
Q4 2025$1.9M
Q4 2025$4.2M
Q1 2026$1.9M
Q1 2026$5.4M
Q2 2026$465K
Q2 2026$8.1M
Q3 2026$425K
Q3 2026$7.5M

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$7.5M83.8K——
Q3 2026$425K17.8K——
Q2 2026$8.1M91.9K——
Q2 2026$465K17.7K——
Q1 2026$5.4M70.8K——
Q1 2026$1.9M71.2K——
Q4 2025$4.2M52.4K——
Q4 2025$1.9M72.8K——

Other funds holding STT-PG

Other Integrated Wealth Management positions

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$4.4M
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VANGUARD INDEX FDS

$4.1M
VGES

VANGUARD INDEX FDS

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VGES

VANGUARD INDEX FDS

$3.6M
PDI

PIMCO ETF TR

$3M
PDI

PIMCO ETF TR

$2.9M
AAPL

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$2.6M
ETHA

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$2.5M