Back to STT-PG
Laurel Wealth Planning LLC → STT-PG
Laurel Wealth Planning LLC STT-PG Position History
State Street Corporation • Banking
Quarters held
22
Latest value
$213K
Q3 2026
Peak value
$11.3M
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $1.6M |
| Q4 2025 | $9.3M |
| Q4 2025 | $640K |
| Q4 2025 | $10.6M |
| Q4 2025 | $622K |
| Q1 2026 | $1.6M |
| Q1 2026 | $7.4M |
| Q1 2026 | $579K |
| Q1 2026 | $10M |
| Q1 2026 | $539K |
| Q2 2026 | $1.7M |
| Q2 2026 | $7.8M |
| Q2 2026 | $522K |
| Q2 2026 | $11.3M |
| Q2 2026 | $652K |
| Q2 2026 | $208K |
| Q3 2026 | $1.6M |
| Q3 2026 | $7.5M |
| Q3 2026 | $508K |
| Q3 2026 | $10.3M |
| Q3 2026 | $658K |
| Q3 2026 | $213K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $213K | 1.1K | — | — |
| Q3 2026 | $658K | 4.2K | — | — |
| Q3 2026 | $10.3M | 139.1K | — | — |
| Q3 2026 | $508K | 5.7K | — | — |
| Q3 2026 | $7.5M | 123.3K | — | — |
| Q3 2026 | $1.6M | 32.3K | — | — |
| Q2 2026 | $208K | 1.1K | — | — |
| Q2 2026 | $652K | 4.2K | — | — |
| Q2 2026 | $11.3M | 155.4K | — | — |
| Q2 2026 | $522K | 5.9K | — | — |
| Q2 2026 | $7.8M | 128.3K | — | — |
| Q2 2026 | $1.7M | 34.3K | — | — |
| Q1 2026 | $539K | 4.2K | — | — |
| Q1 2026 | $10M | 158.1K | — | — |
| Q1 2026 | $579K | 7.6K | — | — |
| Q1 2026 | $7.4M | 131.4K | — | — |
| Q1 2026 | $1.6M | 34.3K | — | — |
| Q4 2025 | $622K | 4.7K | — | — |
| Q4 2025 | $10.6M | 160.1K | — | — |
| Q4 2025 | $640K | 8.0K | — | — |
| Q4 2025 | $9.3M | 163.3K | — | — |
| Q4 2025 | $1.6M | 35.0K | — | — |
Other funds holding STT-PG
$7.7B
$7.2B
$6.8B
$6.6B
$5.7B
$5.5B
$5.3B