Back to STT-PG
MBM WEALTH CONSULTANTS, LLC → STT-PG
MBM WEALTH CONSULTANTS, LLC STT-PG Position History
State Street Corporation • Banking
Quarters held
40
Latest value
$4M
Q3 2026
Peak value
$4.3M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $1.3M |
| Q3 2025 | $3.7M |
| Q3 2025 | $3.2M |
| Q3 2025 | $219K |
| Q3 2025 | $3.5M |
| Q4 2025 | $1.4M |
| Q4 2025 | $3.9M |
| Q4 2025 | $3.5M |
| Q4 2025 | $224K |
| Q4 2025 | $3.7M |
| Q1 2026 | $4K |
| Q1 2026 | $19K |
| Q1 2026 | $1.4M |
| Q1 2026 | $3.6M |
| Q1 2026 | $3.5M |
| Q1 2026 | $316 |
| Q1 2026 | $946 |
| Q1 2026 | $34K |
| Q1 2026 | $215K |
| Q1 2026 | $3.6M |
| Q1 2026 | $5K |
| Q1 2026 | $467 |
| Q1 2026 | $5K |
| Q1 2026 | $5K |
| Q1 2026 | $169 |
| Q1 2026 | $101K |
| Q1 2026 | $15K |
| Q1 2026 | $19K |
| Q2 2026 | $1.7M |
| Q2 2026 | $4M |
| Q2 2026 | $3.8M |
| Q2 2026 | $247K |
| Q2 2026 | $1.4M |
| Q2 2026 | $3.9M |
| Q3 2026 | $1.7M |
| Q3 2026 | $4.3M |
| Q3 2026 | $3.9M |
| Q3 2026 | $250K |
| Q3 2026 | $1.4M |
| Q3 2026 | $4M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $4M | 44.9K | — | — |
| Q3 2026 | $1.4M | 21.9K | — | — |
| Q3 2026 | $250K | 2.7K | — | — |
| Q3 2026 | $3.9M | 63.8K | — | — |
| Q3 2026 | $4.3M | 34.7K | — | — |
| Q3 2026 | $1.7M | 34.1K | — | — |
| Q2 2026 | $3.9M | 44.0K | — | — |
| Q2 2026 | $1.4M | 20.8K | — | — |
| Q2 2026 | $247K | 2.7K | — | — |
| Q2 2026 | $3.8M | 61.9K | — | — |
| Q2 2026 | $4M | 33.9K | — | — |
| Q2 2026 | $1.7M | 33.3K | — | — |
| Q1 2026 | $19K | 146 | — | — |
| Q1 2026 | $15K | 95 | — | — |
| Q1 2026 | $101K | 1.6K | — | — |
| Q1 2026 | $169 | 3 | — | — |
| Q1 2026 | $5K | 198 | — | — |
| Q1 2026 | $5K | 172 | — | — |
| Q1 2026 | $467 | 16 | — | — |
| Q1 2026 | $5K | 118 | — | — |
| Q1 2026 | $3.6M | 46.9K | — | — |
| Q1 2026 | $215K | 2.7K | — | — |
| Q1 2026 | $34K | 235 | — | — |
| Q1 2026 | $946 | 33 | — | — |
| Q1 2026 | $316 | 12 | — | — |
| Q1 2026 | $3.5M | 62.4K | — | — |
| Q1 2026 | $3.6M | 36.8K | — | — |
| Q1 2026 | $1.4M | 31.5K | — | — |
| Q1 2026 | $19K | 707 | — | — |
| Q1 2026 | $4K | 47 | — | — |
| Q4 2025 | $3.7M | 46.0K | — | — |
| Q4 2025 | $224K | 2.7K | — | — |
| Q4 2025 | $3.5M | 61.3K | — | — |
| Q4 2025 | $3.9M | 36.1K | — | — |
| Q4 2025 | $1.4M | 31.5K | — | — |
| Q3 2025 | $3.5M | 44.4K | — | — |
| Q3 2025 | $219K | 2.7K | — | — |
| Q3 2025 | $3.2M | 58.4K | — | — |
| Q3 2025 | $3.7M | 35.2K | — | — |
| Q3 2025 | $1.3M | 30.4K | — | — |
Other funds holding STT-PG
$7.7B
$7.2B
$6.8B
$6.6B
$5.7B
$5.5B
$5.3B