Back to STT-PG
KFG WEALTH MANAGEMENT, LLC → STT-PG
KFG WEALTH MANAGEMENT, LLC STT-PG Position History
State Street Corporation
Quarters held
19
Latest value
$679K
Q3 2026
Peak value
$26.3M
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $26.3M |
| Q4 2025 | $210K |
| Q4 2025 | $497K |
| Q4 2025 | $6.8M |
| Q1 2026 | $13.6M |
| Q1 2026 | $252K |
| Q1 2026 | $233K |
| Q1 2026 | $459K |
| Q1 2026 | $215K |
| Q2 2026 | $15.9M |
| Q2 2026 | $227K |
| Q2 2026 | $367K |
| Q2 2026 | $204K |
| Q2 2026 | $661K |
| Q2 2026 | $223K |
| Q3 2026 | $16.5M |
| Q3 2026 | $250K |
| Q3 2026 | $246K |
| Q3 2026 | $679K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $679K | 3.5K | — | — |
| Q3 2026 | $246K | 4.0K | — | — |
| Q3 2026 | $250K | 3.4K | — | — |
| Q3 2026 | $16.5M | 318.5K | — | — |
| Q2 2026 | $223K | 5.1K | — | — |
| Q2 2026 | $661K | 3.5K | — | — |
| Q2 2026 | $204K | 3.8K | — | — |
| Q2 2026 | $367K | 4.0K | — | — |
| Q2 2026 | $227K | 3.4K | — | — |
| Q2 2026 | $15.9M | 307.4K | — | — |
| Q1 2026 | $215K | 5.3K | — | — |
| Q1 2026 | $459K | 3.5K | — | — |
| Q1 2026 | $233K | 3.8K | — | — |
| Q1 2026 | $252K | 3.4K | — | — |
| Q1 2026 | $13.6M | 289.7K | — | — |
| Q4 2025 | $6.8M | 168.1K | — | — |
| Q4 2025 | $497K | 3.5K | — | — |
| Q4 2025 | $210K | 3.4K | — | — |
| Q4 2025 | $26.3M | 562.6K | — | — |