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KWB Wealth STT-PG Position History
State Street Corporation • Banking
Quarters held
95
Latest value
$326K
Q3 2026
Peak value
$159.5M
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $289K |
| Q4 2025 | $14.6M |
| Q4 2025 | $23.9M |
| Q4 2025 | $40M |
| Q4 2025 | $7.9M |
| Q4 2025 | $907K |
| Q4 2025 | $19.7M |
| Q4 2025 | $358K |
| Q4 2025 | $104.8M |
| Q4 2025 | $99.5M |
| Q4 2025 | $6.6M |
| Q4 2025 | $641K |
| Q4 2025 | $6.4M |
| Q4 2025 | $37.9M |
| Q4 2025 | $3.4M |
| Q4 2025 | $315K |
| Q4 2025 | $349K |
| Q4 2025 | $7.1M |
| Q4 2025 | $89.4M |
| Q4 2025 | $2.4M |
| Q4 2025 | $225K |
| Q4 2025 | $362K |
| Q4 2025 | $298K |
| Q1 2026 | $289K |
| Q1 2026 | $14.6M |
| Q1 2026 | $22.3M |
| Q1 2026 | $36.9M |
| Q1 2026 | $7.2M |
| Q1 2026 | $906K |
| Q1 2026 | $17.5M |
| Q1 2026 | $353K |
| Q1 2026 | $96.8M |
| Q1 2026 | $92.5M |
| Q1 2026 | $6.5M |
| Q1 2026 | $625K |
| Q1 2026 | $6.3M |
| Q1 2026 | $33.6M |
| Q1 2026 | $3.4M |
| Q1 2026 | $315K |
| Q1 2026 | $349K |
| Q1 2026 | $7.1M |
| Q1 2026 | $88.7M |
| Q1 2026 | $2.4M |
| Q1 2026 | $222K |
| Q1 2026 | $347K |
| Q1 2026 | $298K |
| Q2 2026 | $349K |
| Q2 2026 | $15.1M |
| Q2 2026 | $24.7M |
| Q2 2026 | $39.8M |
| Q2 2026 | $9M |
| Q2 2026 | $7.8M |
| Q2 2026 | $14.2M |
| Q2 2026 | $757K |
| Q2 2026 | $95M |
| Q2 2026 | $83M |
| Q2 2026 | $7.9M |
| Q2 2026 | $634K |
| Q2 2026 | $8.7M |
| Q2 2026 | $28.4M |
| Q2 2026 | $3.3M |
| Q2 2026 | $366K |
| Q2 2026 | $369K |
| Q2 2026 | $9.4M |
| Q2 2026 | $151.2M |
| Q2 2026 | $2M |
| Q2 2026 | $264K |
| Q2 2026 | $301K |
| Q2 2026 | $2.3M |
| Q2 2026 | $354K |
| Q3 2026 | $351K |
| Q3 2026 | $14.3M |
| Q3 2026 | $25.5M |
| Q3 2026 | $39.9M |
| Q3 2026 | $7.8M |
| Q3 2026 | $7.1M |
| Q3 2026 | $13.4M |
| Q3 2026 | $885K |
| Q3 2026 | $96.9M |
| Q3 2026 | $82.9M |
| Q3 2026 | $7.7M |
| Q3 2026 | $616K |
| Q3 2026 | $8.4M |
| Q3 2026 | $26.6M |
| Q3 2026 | $3.3M |
| Q3 2026 | $342K |
| Q3 2026 | $337K |
| Q3 2026 | $9.4M |
| Q3 2026 | $159.5M |
| Q3 2026 | $2.1M |
| Q3 2026 | $345K |
| Q3 2026 | $236K |
| Q3 2026 | $251K |
| Q3 2026 | $2.3M |
| Q3 2026 | $326K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $326K | 8.0K | — | — |
| Q3 2026 | $2.3M | 79.5K | — | — |
| Q3 2026 | $251K | 13.8K | — | — |
| Q3 2026 | $236K | 10.4K | — | — |
| Q3 2026 | $345K | 12.0K | — | — |
| Q3 2026 | $2.1M | 57.3K | — | — |
| Q3 2026 | $159.5M | 1.78M | — | — |
| Q3 2026 | $9.4M | 148.8K | — | — |
| Q3 2026 | $337K | 3.8K | — | — |
| Q3 2026 | $342K | 3.3K | — | — |
| Q3 2026 | $3.3M | 36.0K | — | — |
| Q3 2026 | $26.6M | 975.8K | — | — |
| Q3 2026 | $8.4M | 353.6K | — | — |
| Q3 2026 | $616K | 25.3K | — | — |
| Q3 2026 | $7.7M | 316.4K | — | — |
| Q3 2026 | $82.9M | 1.36M | — | — |
| Q3 2026 | $96.9M | 787.2K | — | — |
| Q3 2026 | $885K | 43.0K | — | — |
| Q3 2026 | $13.4M | 416.0K | — | — |
| Q3 2026 | $7.1M | 69.4K | — | — |
| Q3 2026 | $7.8M | 72.9K | — | — |
| Q3 2026 | $39.9M | 795.0K | — | — |
| Q3 2026 | $25.5M | 493.6K | — | — |
| Q3 2026 | $14.3M | 146.5K | — | — |
| Q3 2026 | $351K | 4.4K | — | — |
| Q2 2026 | $354K | 8.0K | — | — |
| Q2 2026 | $2.3M | 78.5K | — | — |
| Q2 2026 | $301K | 15.9K | — | — |
| Q2 2026 | $264K | 11.2K | — | — |
| Q2 2026 | $2M | 57.0K | — | — |
| Q2 2026 | $151.2M | 1.72M | — | — |
| Q2 2026 | $9.4M | 139.5K | — | — |
| Q2 2026 | $369K | 3.9K | — | — |
| Q2 2026 | $366K | 3.3K | — | — |
| Q2 2026 | $3.3M | 36.5K | — | — |
| Q2 2026 | $28.4M | 1000.0K | — | — |
| Q2 2026 | $8.7M | 331.6K | — | — |
| Q2 2026 | $634K | 24.7K | — | — |
| Q2 2026 | $7.9M | 309.6K | — | — |
| Q2 2026 | $83M | 1.37M | — | — |
| Q2 2026 | $95M | 798.4K | — | — |
| Q2 2026 | $757K | 36.2K | — | — |
| Q2 2026 | $14.2M | 425.7K | — | — |
| Q2 2026 | $7.8M | 71.4K | — | — |
| Q2 2026 | $9M | 75.5K | — | — |
| Q2 2026 | $39.8M | 788.9K | — | — |
| Q2 2026 | $24.7M | 476.3K | — | — |
| Q2 2026 | $15.1M | 156.9K | — | — |
| Q2 2026 | $349K | 4.4K | — | — |
| Q1 2026 | $298K | 7.4K | — | — |
| Q1 2026 | $347K | 8.0K | — | — |
| Q1 2026 | $222K | 9.4K | — | — |
| Q1 2026 | $2.4M | 75.3K | — | — |
| Q1 2026 | $88.7M | 1.11M | — | — |
| Q1 2026 | $7.1M | 122.4K | — | — |
| Q1 2026 | $349K | 4.1K | — | — |
| Q1 2026 | $315K | 3.4K | — | — |
| Q1 2026 | $3.4M | 40.7K | — | — |
| Q1 2026 | $33.6M | 1.17M | — | — |
| Q1 2026 | $6.3M | 238.2K | — | — |
| Q1 2026 | $625K | 24.1K | — | — |
| Q1 2026 | $6.5M | 250.7K | — | — |
| Q1 2026 | $92.5M | 1.63M | — | — |
| Q1 2026 | $96.8M | 906.9K | — | — |
| Q1 2026 | $353K | 16.5K | — | — |
| Q1 2026 | $17.5M | 516.5K | — | — |
| Q1 2026 | $906K | 10.0K | — | — |
| Q1 2026 | $7.2M | 76.0K | — | — |
| Q1 2026 | $36.9M | 830.4K | — | — |
| Q1 2026 | $22.3M | 476.3K | — | — |
| Q1 2026 | $14.6M | 160.5K | — | — |
| Q1 2026 | $289K | 4.4K | — | — |
| Q4 2025 | $298K | 7.4K | — | — |
| Q4 2025 | $362K | 8.4K | — | — |
| Q4 2025 | $225K | 9.5K | — | — |
| Q4 2025 | $2.4M | 75.8K | — | — |
| Q4 2025 | $89.4M | 1.11M | — | — |
| Q4 2025 | $7.1M | 122.7K | — | — |
| Q4 2025 | $349K | 4.1K | — | — |
| Q4 2025 | $315K | 3.4K | — | — |
| Q4 2025 | $3.4M | 40.8K | — | — |
| Q4 2025 | $37.9M | 1.31M | — | — |
| Q4 2025 | $6.4M | 242.5K | — | — |
| Q4 2025 | $641K | 24.7K | — | — |
| Q4 2025 | $6.6M | 255.6K | — | — |
| Q4 2025 | $99.5M | 1.75M | — | — |
| Q4 2025 | $104.8M | 982.2K | — | — |
| Q4 2025 | $358K | 16.8K | — | — |
| Q4 2025 | $19.7M | 581.2K | — | — |
| Q4 2025 | $907K | 10.0K | — | — |
| Q4 2025 | $7.9M | 84.2K | — | — |
| Q4 2025 | $40M | 899.7K | — | — |
| Q4 2025 | $23.9M | 511.2K | — | — |
| Q4 2025 | $14.6M | 160.5K | — | — |
| Q4 2025 | $289K | 4.4K | — | — |
Other funds holding STT-PG
$7.7B
$7.2B
$6.8B
$6.6B
$5.7B
$5.5B
$5.3B