Back to STT-PG
KFA Private Wealth Group, LLC → STT-PG
KFA Private Wealth Group, LLC STT-PG Position History
State Street Corporation • Banking
Quarters held
30
Latest value
$6.8M
Q3 2026
Peak value
$9.5M
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $279K |
| Q4 2025 | $5.3M |
| Q4 2025 | $356K |
| Q4 2025 | $1M |
| Q4 2025 | $651K |
| Q4 2025 | $2M |
| Q4 2025 | $364K |
| Q4 2025 | $9.5M |
| Q1 2026 | $369K |
| Q1 2026 | $670K |
| Q1 2026 | $355K |
| Q1 2026 | $964K |
| Q1 2026 | $865K |
| Q1 2026 | $1.8M |
| Q1 2026 | $344K |
| Q1 2026 | $8.7M |
| Q2 2026 | $378K |
| Q2 2026 | $666K |
| Q2 2026 | $356K |
| Q2 2026 | $829K |
| Q2 2026 | $419K |
| Q2 2026 | $712K |
| Q2 2026 | $6.7M |
| Q3 2026 | $364K |
| Q3 2026 | $607K |
| Q3 2026 | $346K |
| Q3 2026 | $869K |
| Q3 2026 | $485K |
| Q3 2026 | $696K |
| Q3 2026 | $6.8M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $6.8M | 34.6K | — | — |
| Q3 2026 | $696K | 13.0K | — | — |
| Q3 2026 | $485K | 7.9K | — | — |
| Q3 2026 | $869K | 5.2K | — | — |
| Q3 2026 | $346K | 7.4K | — | — |
| Q3 2026 | $607K | 6.5K | — | — |
| Q3 2026 | $364K | 2.5K | — | — |
| Q2 2026 | $6.7M | 35.3K | — | — |
| Q2 2026 | $712K | 13.3K | — | — |
| Q2 2026 | $419K | 7.9K | — | — |
| Q2 2026 | $829K | 5.2K | — | — |
| Q2 2026 | $356K | 7.4K | — | — |
| Q2 2026 | $666K | 6.9K | — | — |
| Q2 2026 | $378K | 2.5K | — | — |
| Q1 2026 | $8.7M | 65.5K | — | — |
| Q1 2026 | $344K | 2.1K | — | — |
| Q1 2026 | $1.8M | 36.2K | — | — |
| Q1 2026 | $865K | 14.1K | — | — |
| Q1 2026 | $964K | 6.6K | — | — |
| Q1 2026 | $355K | 7.4K | — | — |
| Q1 2026 | $670K | 7.0K | — | — |
| Q1 2026 | $369K | 2.5K | — | — |
| Q4 2025 | $9.5M | 65.7K | — | — |
| Q4 2025 | $364K | 2.3K | — | — |
| Q4 2025 | $2M | 36.4K | — | — |
| Q4 2025 | $651K | 14.5K | — | — |
| Q4 2025 | $1M | 6.5K | — | — |
| Q4 2025 | $356K | 7.4K | — | — |
| Q4 2025 | $5.3M | 54.9K | — | — |
| Q4 2025 | $279K | 2.0K | — | — |