Back to STT-PG
Koenig Investment Advisory, LLC → STT-PG
Koenig Investment Advisory, LLC STT-PG Position History
State Street Corporation • Banking
Quarters held
4
Latest value
$8.4M
Q3 2026
Peak value
$8.4M
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $7.6M |
| Q1 2026 | $7.5M |
| Q2 2026 | $8M |
| Q3 2026 | $8.4M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $8.4M | 57.6K | — | — |
| Q2 2026 | $8M | 52.4K | — | — |
| Q1 2026 | $7.5M | 51.3K | — | — |
| Q4 2025 | $7.6M | 49.1K | — | — |
Other funds holding STT-PG
Other Koenig Investment Advisory, LLC positions
ETHA
$14.5MISHARES MSCI USA MIN VOL FACTOR ETF
ETHA
$14.4MISHARES MSCI USA MIN VOL FACTOR ETF
ETHA
$14.3MISHARES MSCI USA MIN VOL FACTOR ETF
ETHA
$13.8MISHARES MSCI USA MIN VOL FACTOR ETF
VGES
$13.2MVANGUARD MID-CAP ETF
VGES
$12.8MVANGUARD MORNINGSTAR MID-CAP ETF
VGES
$12.7MVANGUARD MID-CAP ETF
VGES
$11.8MVANGUARD MID-CAP ETF