Back to STT-PG
Joseph P. Lucia & Associates, LLC → STT-PG
Joseph P. Lucia & Associates, LLC STT-PG Position History
State Street Corporation • Banking
Quarters held
50
Latest value
$2.7M
Q3 2026
Peak value
$8.2M
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $1M |
| Q4 2025 | $399K |
| Q4 2025 | $1.9M |
| Q4 2025 | $3.1M |
| Q4 2025 | $402K |
| Q4 2025 | $3.1M |
| Q4 2025 | $4.5M |
| Q4 2025 | $2.2M |
| Q4 2025 | $6.3M |
| Q4 2025 | $760K |
| Q4 2025 | $316K |
| Q4 2025 | $2.2M |
| Q1 2026 | $940K |
| Q1 2026 | $479K |
| Q1 2026 | $2.6M |
| Q1 2026 | $3M |
| Q1 2026 | $367K |
| Q1 2026 | $4.8M |
| Q1 2026 | $4M |
| Q1 2026 | $2.3M |
| Q1 2026 | $5.7M |
| Q1 2026 | $740K |
| Q1 2026 | $291K |
| Q1 2026 | $2.8M |
| Q2 2026 | $1.4M |
| Q2 2026 | $217K |
| Q2 2026 | $457K |
| Q2 2026 | $2.9M |
| Q2 2026 | $3.2M |
| Q2 2026 | $389K |
| Q2 2026 | $4M |
| Q2 2026 | $4.9M |
| Q2 2026 | $3.8M |
| Q2 2026 | $8.1M |
| Q2 2026 | $776K |
| Q2 2026 | $313K |
| Q2 2026 | $2.9M |
| Q3 2026 | $1.4M |
| Q3 2026 | $218K |
| Q3 2026 | $440K |
| Q3 2026 | $3M |
| Q3 2026 | $3.7M |
| Q3 2026 | $361K |
| Q3 2026 | $4.8M |
| Q3 2026 | $5.2M |
| Q3 2026 | $3.5M |
| Q3 2026 | $8.2M |
| Q3 2026 | $877K |
| Q3 2026 | $279K |
| Q3 2026 | $2.7M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $2.7M | 68.0K | — | — |
| Q3 2026 | $279K | 6.8K | — | — |
| Q3 2026 | $877K | 7.9K | — | — |
| Q3 2026 | $8.2M | 42.0K | — | — |
| Q3 2026 | $3.5M | 21.2K | — | — |
| Q3 2026 | $5.2M | 97.1K | — | — |
| Q3 2026 | $4.8M | 78.6K | — | — |
| Q3 2026 | $361K | 3.3K | — | — |
| Q3 2026 | $3.7M | 21.7K | — | — |
| Q3 2026 | $3M | 62.4K | — | — |
| Q3 2026 | $440K | 19.5K | — | — |
| Q3 2026 | $218K | 1.2K | — | — |
| Q3 2026 | $1.4M | 3.6K | — | — |
| Q2 2026 | $2.9M | 63.9K | — | — |
| Q2 2026 | $313K | 7.1K | — | — |
| Q2 2026 | $776K | 7.2K | — | — |
| Q2 2026 | $8.1M | 42.4K | — | — |
| Q2 2026 | $3.8M | 20.4K | — | — |
| Q2 2026 | $4.9M | 90.9K | — | — |
| Q2 2026 | $4M | 76.0K | — | — |
| Q2 2026 | $389K | 3.3K | — | — |
| Q2 2026 | $3.2M | 20.4K | — | — |
| Q2 2026 | $2.9M | 56.6K | — | — |
| Q2 2026 | $457K | 19.5K | — | — |
| Q2 2026 | $217K | 1.2K | — | — |
| Q2 2026 | $1.4M | 3.6K | — | — |
| Q1 2026 | $2.8M | 60.0K | — | — |
| Q1 2026 | $291K | 7.1K | — | — |
| Q1 2026 | $740K | 6.7K | — | — |
| Q1 2026 | $5.7M | 43.0K | — | — |
| Q1 2026 | $2.3M | 14.1K | — | — |
| Q1 2026 | $4M | 82.0K | — | — |
| Q1 2026 | $4.8M | 78.7K | — | — |
| Q1 2026 | $367K | 3.4K | — | — |
| Q1 2026 | $3M | 20.5K | — | — |
| Q1 2026 | $2.6M | 51.1K | — | — |
| Q1 2026 | $479K | 20.6K | — | — |
| Q1 2026 | $940K | 3.7K | — | — |
| Q4 2025 | $2.2M | 51.0K | — | — |
| Q4 2025 | $316K | 7.8K | — | — |
| Q4 2025 | $760K | 6.5K | — | — |
| Q4 2025 | $6.3M | 44.1K | — | — |
| Q4 2025 | $2.2M | 13.9K | — | — |
| Q4 2025 | $4.5M | 81.8K | — | — |
| Q4 2025 | $3.1M | 70.3K | — | — |
| Q4 2025 | $402K | 3.4K | — | — |
| Q4 2025 | $3.1M | 19.9K | — | — |
| Q4 2025 | $1.9M | 43.0K | — | — |
| Q4 2025 | $399K | 16.9K | — | — |
| Q4 2025 | $1M | 3.8K | — | — |
Other funds holding STT-PG
$7.7B
$7.2B
$6.8B
$6.6B
$5.7B
$5.5B
$5.3B