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Meredith Wealth Planning → STT-PG

Meredith Wealth Planning STT-PG Position History

State Street Corporation • Banking

Quarters held
6
Latest value
$3.1M
Q3 2026
Peak value
$3.4M
First seen
Q3 2025

Dollar value over time

Show data table
PeriodPosition value
Q3 2025$2.7M
Q4 2025$2.8M
Q1 2026$2.9M
Q2 2026$3.4M
Q3 2026$759K
Q3 2026$3.1M

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$3.1M30.7K——
Q3 2026$759K15.1K——
Q2 2026$3.4M31.4K——
Q1 2026$2.9M31.1K——
Q4 2025$2.8M30.4K——
Q3 2025$2.7M30.6K——

Other funds holding STT-PG

Other Meredith Wealth Planning positions

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ETHA

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ETHA

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HONA

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NEE-PS

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$15.5M