Back to STT-PG
Key Client Fiduciary Advisors, LLC → STT-PG
Key Client Fiduciary Advisors, LLC STT-PG Position History
State Street Corporation • Banking
Quarters held
44
Latest value
$2.7M
Q3 2026
Peak value
$3.8M
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $458K |
| Q4 2025 | $372K |
| Q4 2025 | $474K |
| Q4 2025 | $2.5M |
| Q4 2025 | $223K |
| Q4 2025 | $313K |
| Q4 2025 | $598K |
| Q4 2025 | $253K |
| Q4 2025 | $403K |
| Q4 2025 | $754K |
| Q4 2025 | $3.4M |
| Q1 2026 | $424K |
| Q1 2026 | $372K |
| Q1 2026 | $516K |
| Q1 2026 | $2.6M |
| Q1 2026 | $226K |
| Q1 2026 | $451K |
| Q1 2026 | $567K |
| Q1 2026 | $231K |
| Q1 2026 | $553K |
| Q1 2026 | $601K |
| Q1 2026 | $3.6M |
| Q2 2026 | $517K |
| Q2 2026 | $400K |
| Q2 2026 | $551K |
| Q2 2026 | $3.5M |
| Q2 2026 | $433K |
| Q2 2026 | $383K |
| Q2 2026 | $615K |
| Q2 2026 | $249K |
| Q2 2026 | $634K |
| Q2 2026 | $3.5M |
| Q2 2026 | $23K |
| Q3 2026 | $508K |
| Q3 2026 | $400K |
| Q3 2026 | $505K |
| Q3 2026 | $3.8M |
| Q3 2026 | $368K |
| Q3 2026 | $446K |
| Q3 2026 | $654K |
| Q3 2026 | $231K |
| Q3 2026 | $563K |
| Q3 2026 | $20K |
| Q3 2026 | $2.7M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $2.7M | 69.5K | — | — |
| Q3 2026 | $20K | 500 | — | — |
| Q3 2026 | $563K | 10.5K | — | — |
| Q3 2026 | $231K | 2.1K | — | — |
| Q3 2026 | $654K | 3.9K | — | — |
| Q3 2026 | $446K | 2.5K | — | — |
| Q3 2026 | $368K | 695 | — | — |
| Q3 2026 | $3.8M | 42.6K | — | — |
| Q3 2026 | $505K | 3.4K | — | — |
| Q3 2026 | $400K | 6.5K | — | — |
| Q3 2026 | $508K | 4.1K | — | — |
| Q2 2026 | $23K | 500 | — | — |
| Q2 2026 | $3.5M | 77.9K | — | — |
| Q2 2026 | $634K | 11.8K | — | — |
| Q2 2026 | $249K | 2.1K | — | — |
| Q2 2026 | $615K | 3.9K | — | — |
| Q2 2026 | $383K | 2.5K | — | — |
| Q2 2026 | $433K | 694 | — | — |
| Q2 2026 | $3.5M | 39.6K | — | — |
| Q2 2026 | $551K | 3.6K | — | — |
| Q2 2026 | $400K | 6.6K | — | — |
| Q2 2026 | $517K | 4.3K | — | — |
| Q1 2026 | $3.6M | 78.9K | — | — |
| Q1 2026 | $601K | 12.2K | — | — |
| Q1 2026 | $553K | 9.0K | — | — |
| Q1 2026 | $231K | 2.1K | — | — |
| Q1 2026 | $567K | 3.9K | — | — |
| Q1 2026 | $451K | 2.5K | — | — |
| Q1 2026 | $226K | 694 | — | — |
| Q1 2026 | $2.6M | 34.2K | — | — |
| Q1 2026 | $516K | 3.5K | — | — |
| Q1 2026 | $372K | 6.6K | — | — |
| Q1 2026 | $424K | 4.3K | — | — |
| Q4 2025 | $3.4M | 79.8K | — | — |
| Q4 2025 | $754K | 13.8K | — | — |
| Q4 2025 | $403K | 9.0K | — | — |
| Q4 2025 | $253K | 2.1K | — | — |
| Q4 2025 | $598K | 3.9K | — | — |
| Q4 2025 | $313K | 2.5K | — | — |
| Q4 2025 | $223K | 694 | — | — |
| Q4 2025 | $2.5M | 31.8K | — | — |
| Q4 2025 | $474K | 3.4K | — | — |
| Q4 2025 | $372K | 6.5K | — | — |
| Q4 2025 | $458K | 4.3K | — | — |