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Marion Wealth Management → STT-PG
Marion Wealth Management STT-PG Position History
State Street Corporation • Banking
Quarters held
51
Latest value
$3.5M
Q3 2026
Peak value
$9.4M
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $757K |
| Q4 2025 | $8.6M |
| Q4 2025 | $489K |
| Q4 2025 | $281K |
| Q4 2025 | $220K |
| Q4 2025 | $402K |
| Q4 2025 | $433K |
| Q4 2025 | $3.2M |
| Q4 2025 | $3.2M |
| Q4 2025 | $2M |
| Q4 2025 | $279K |
| Q4 2025 | $2M |
| Q4 2025 | $3.5M |
| Q1 2026 | $656K |
| Q1 2026 | $7.5M |
| Q1 2026 | $486K |
| Q1 2026 | $275K |
| Q1 2026 | $338K |
| Q1 2026 | $1.3M |
| Q1 2026 | $3M |
| Q1 2026 | $3M |
| Q1 2026 | $2.4M |
| Q1 2026 | $259K |
| Q1 2026 | $1.9M |
| Q1 2026 | $3.4M |
| Q2 2026 | $679K |
| Q2 2026 | $9.1M |
| Q2 2026 | $485K |
| Q2 2026 | $296K |
| Q2 2026 | $209K |
| Q2 2026 | $384K |
| Q2 2026 | $1.5M |
| Q2 2026 | $3.4M |
| Q2 2026 | $3.2M |
| Q2 2026 | $2.1M |
| Q2 2026 | $282K |
| Q2 2026 | $2.2M |
| Q2 2026 | $3.3M |
| Q3 2026 | $679K |
| Q3 2026 | $9.4M |
| Q3 2026 | $485K |
| Q3 2026 | $299K |
| Q3 2026 | $202K |
| Q3 2026 | $375K |
| Q3 2026 | $1.6M |
| Q3 2026 | $3.6M |
| Q3 2026 | $3.1M |
| Q3 2026 | $2.4M |
| Q3 2026 | $280K |
| Q3 2026 | $2M |
| Q3 2026 | $3.5M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $3.5M | 31.7K | — | — |
| Q3 2026 | $2M | 12.0K | — | — |
| Q3 2026 | $280K | 5.3K | — | — |
| Q3 2026 | $2.4M | 39.5K | — | — |
| Q3 2026 | $3.1M | 28.1K | — | — |
| Q3 2026 | $3.6M | 21.4K | — | — |
| Q3 2026 | $1.6M | 17.1K | — | — |
| Q3 2026 | $375K | 5.9K | — | — |
| Q3 2026 | $202K | 1.4K | — | — |
| Q3 2026 | $299K | 4.9K | — | — |
| Q3 2026 | $485K | 16.4K | — | — |
| Q3 2026 | $9.4M | 76.5K | — | — |
| Q3 2026 | $679K | 21.0K | — | — |
| Q2 2026 | $3.3M | 31.0K | — | — |
| Q2 2026 | $2.2M | 11.8K | — | — |
| Q2 2026 | $282K | 5.3K | — | — |
| Q2 2026 | $2.1M | 39.0K | — | — |
| Q2 2026 | $3.2M | 27.4K | — | — |
| Q2 2026 | $3.4M | 21.2K | — | — |
| Q2 2026 | $1.5M | 16.2K | — | — |
| Q2 2026 | $384K | 5.7K | — | — |
| Q2 2026 | $209K | 1.4K | — | — |
| Q2 2026 | $296K | 4.9K | — | — |
| Q2 2026 | $485K | 16.2K | — | — |
| Q2 2026 | $9.1M | 76.2K | — | — |
| Q2 2026 | $679K | 20.3K | — | — |
| Q1 2026 | $3.4M | 30.6K | — | — |
| Q1 2026 | $1.9M | 11.9K | — | — |
| Q1 2026 | $259K | 5.3K | — | — |
| Q1 2026 | $2.4M | 39.5K | — | — |
| Q1 2026 | $3M | 27.1K | — | — |
| Q1 2026 | $3M | 20.7K | — | — |
| Q1 2026 | $1.3M | 14.6K | — | — |
| Q1 2026 | $338K | 5.7K | — | — |
| Q1 2026 | $275K | 4.9K | — | — |
| Q1 2026 | $486K | 16.2K | — | — |
| Q1 2026 | $7.5M | 76.3K | — | — |
| Q1 2026 | $656K | 19.6K | — | — |
| Q4 2025 | $3.5M | 30.2K | — | — |
| Q4 2025 | $2M | 12.2K | — | — |
| Q4 2025 | $279K | 5.3K | — | — |
| Q4 2025 | $2M | 39.8K | — | — |
| Q4 2025 | $3.2M | 26.2K | — | — |
| Q4 2025 | $3.2M | 20.5K | — | — |
| Q4 2025 | $433K | 4.7K | — | — |
| Q4 2025 | $402K | 6.6K | — | — |
| Q4 2025 | $220K | 1.5K | — | — |
| Q4 2025 | $281K | 4.8K | — | — |
| Q4 2025 | $489K | 16.2K | — | — |
| Q4 2025 | $8.6M | 80.8K | — | — |
| Q4 2025 | $757K | 22.4K | — | — |