Back to STT-PG
KELLY FINANCIAL GROUP LLC → STT-PG
KELLY FINANCIAL GROUP LLC STT-PG Position History
State Street Corporation • Banking
Quarters held
20
Latest value
$934K
Q3 2026
Peak value
$7.4M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $1.2M |
| Q3 2025 | $423K |
| Q3 2025 | $300K |
| Q3 2025 | $771K |
| Q4 2025 | $1.2M |
| Q4 2025 | $502K |
| Q4 2025 | $240K |
| Q4 2025 | $858K |
| Q1 2026 | $1.2M |
| Q1 2026 | $763K |
| Q1 2026 | $240K |
| Q1 2026 | $820K |
| Q2 2026 | $1.4M |
| Q2 2026 | $1.6M |
| Q2 2026 | $240K |
| Q2 2026 | $880K |
| Q3 2026 | $1.3M |
| Q3 2026 | $7.4M |
| Q3 2026 | $240K |
| Q3 2026 | $934K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $934K | 5.5K | — | — |
| Q3 2026 | $240K | 2.6K | — | — |
| Q3 2026 | $7.4M | 251.0K | — | — |
| Q3 2026 | $1.3M | 12.7K | — | — |
| Q2 2026 | $880K | 5.5K | — | — |
| Q2 2026 | $240K | 2.6K | — | — |
| Q2 2026 | $1.6M | 53.6K | — | — |
| Q2 2026 | $1.4M | 12.8K | — | — |
| Q1 2026 | $820K | 5.6K | — | — |
| Q1 2026 | $240K | 2.6K | — | — |
| Q1 2026 | $763K | 25.4K | — | — |
| Q1 2026 | $1.2M | 13.0K | — | — |
| Q4 2025 | $858K | 5.5K | — | — |
| Q4 2025 | $240K | 2.6K | — | — |
| Q4 2025 | $502K | 16.6K | — | — |
| Q4 2025 | $1.2M | 13.3K | — | — |
| Q3 2025 | $771K | 5.5K | — | — |
| Q3 2025 | $300K | 3.3K | — | — |
| Q3 2025 | $423K | 14.0K | — | — |
| Q3 2025 | $1.2M | 13.8K | — | — |
Other funds holding STT-PG
$7.7B
$7.2B
$6.8B
$6.6B
$5.7B
$5.5B
$5.3B
Other KELLY FINANCIAL GROUP LLC positions
JPM-PM
$38.2MJ P MORGAN EXCHANGE TRADED F
JPM-PM
$37.9MJ P MORGAN EXCHANGE TRADED F
JPM-PM
$37.6MJ P MORGAN EXCHANGE TRADED F
JPM-PM
$32.2MJ P MORGAN EXCHANGE TRADED F
SHW
$31.3MJ P MORGAN EXCHANGE TRADED F
SHW
$31.2MJ P MORGAN EXCHANGE TRADED F
JPM-PM
$30.8MJ P MORGAN EXCHANGE TRADED F
JPM-PM
$30.1MJ P MORGAN EXCHANGE TRADED F