Back to STT-PG
KDK Private Wealth Management, LLC → STT-PG
KDK Private Wealth Management, LLC STT-PG Position History
State Street Corporation • Banking
Quarters held
30
Latest value
$329K
Q3 2026
Peak value
$2.4M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $508K |
| Q3 2025 | $268K |
| Q3 2025 | $872K |
| Q3 2025 | $1.7M |
| Q3 2025 | $382K |
| Q4 2025 | $500K |
| Q4 2025 | $500K |
| Q4 2025 | $259K |
| Q4 2025 | $259K |
| Q4 2025 | $840K |
| Q4 2025 | $840K |
| Q4 2025 | $1.8M |
| Q4 2025 | $1.8M |
| Q4 2025 | $380K |
| Q4 2025 | $380K |
| Q1 2026 | $513K |
| Q1 2026 | $255K |
| Q1 2026 | $740K |
| Q1 2026 | $1.6M |
| Q1 2026 | $349K |
| Q2 2026 | $594K |
| Q2 2026 | $280K |
| Q2 2026 | $787K |
| Q2 2026 | $2.3M |
| Q2 2026 | $318K |
| Q3 2026 | $553K |
| Q3 2026 | $261K |
| Q3 2026 | $731K |
| Q3 2026 | $2.4M |
| Q3 2026 | $329K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $329K | 3.0K | — | — |
| Q3 2026 | $2.4M | 12.3K | — | — |
| Q3 2026 | $731K | 6.7K | — | — |
| Q3 2026 | $261K | 2.9K | — | — |
| Q3 2026 | $553K | 5.3K | — | — |
| Q2 2026 | $318K | 3.0K | — | — |
| Q2 2026 | $2.3M | 12.3K | — | — |
| Q2 2026 | $787K | 6.7K | — | — |
| Q2 2026 | $280K | 2.9K | — | — |
| Q2 2026 | $594K | 5.3K | — | — |
| Q1 2026 | $349K | 3.1K | — | — |
| Q1 2026 | $1.6M | 12.4K | — | — |
| Q1 2026 | $740K | 6.8K | — | — |
| Q1 2026 | $255K | 3.0K | — | — |
| Q1 2026 | $513K | 5.4K | — | — |
| Q4 2025 | $380K | 3.2K | — | — |
| Q4 2025 | $380K | 3.2K | — | — |
| Q4 2025 | $1.8M | 12.4K | — | — |
| Q4 2025 | $1.8M | 12.4K | — | — |
| Q4 2025 | $840K | 7.0K | — | — |
| Q4 2025 | $840K | 7.0K | — | — |
| Q4 2025 | $259K | 3.1K | — | — |
| Q4 2025 | $259K | 3.1K | — | — |
| Q4 2025 | $500K | 5.4K | — | — |
| Q4 2025 | $500K | 5.4K | — | — |
| Q3 2025 | $382K | 3.2K | — | — |
| Q3 2025 | $1.7M | 6.2K | — | — |
| Q3 2025 | $872K | 3.6K | — | — |
| Q3 2025 | $268K | 3.2K | — | — |
| Q3 2025 | $508K | 5.5K | — | — |
Other funds holding STT-PG
$7.7B
$7.2B
$6.8B
$6.6B
$5.7B
$5.5B
$5.3B